B
EQY

Baird’s Equity One EQY Stock Holding History

Baird’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-33,235
Closed -$752K – 1134
2013
Q2 		$752K Buy
+33,235
New +$809K 0.02% 640

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird's EQY Position: Q3 2013 in Review

Baird sold out of Equity One (EQY) in Q3 2013, closing a stake of 33,235 shares — an estimated $752K sold.

Baird first reported a position in EQY in Q2 2013 and held it in 1 quarter. The position peaked at $752K in Q2 2013. 171 funds tracked by Wall St. Rank hold EQY as of Q3 2013.

  • Baird reported no remaining Equity One position as of Q3 2013 after selling out during the quarter.
  • Baird sold 33,235 Equity One shares in Q3 2013, an estimated $752K.
  • Baird first reported a position in Equity One in Q2 2013 and held it in 1 quarter.
  • Baird's Equity One position peaked at $752K in Q2 2013.
  • 171 funds tracked by Wall St. Rank held Equity One as of Q3 2013.

Based on Baird's 13F filing for Q3 2013, filed 13 Nov 2013.