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B. Riley Wealth Management’s Equity Residential EQR Stock Holding History

B. Riley Wealth Management’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-56
Closed -$3K – 316
2015
Q2 		$3K Hold
56
– – ﹤0.01% 917
2015
Q1 		$4K Buy
56
+1
+2% +$78 ﹤0.01% 881
2014
Q4 		$3K Hold
55
– – ﹤0.01% 900
2014
Q3 		$3K Hold
55
– – ﹤0.01% 950
2014
Q2 		$3K Buy
55
+1
+2% +$61 ﹤0.01% 984
2014
Q1 		$3K Buy
+54
New +$3.05K ﹤0.01% 951

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Management's EQR Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Equity Residential (EQR) in Q3 2015, closing a stake of 56 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in EQR in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q1 2015. 484 funds tracked by Wall St. Rank hold EQR as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Equity Residential position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 56 Equity Residential shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in Equity Residential in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Equity Residential position peaked at $4K in Q1 2015.
  • 484 funds tracked by Wall St. Rank held Equity Residential as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.