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Bar Harbor Wealth Management’s Equity Residential EQR Stock Holding History

Bar Harbor 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
2020
Q2 		– Sell
-3,867
Closed -$239K – 232
2020
Q1 		$239K Sell
3,867
-3,781
-49% -$292K 0.03% 212
2019
Q4 		$619K Sell
7,648
-5,635
-42% -$480K 0.07% 173
2019
Q3 		$1.15M Buy
13,283
+5,011
+61% +$410K 0.13% 130
2019
Q2 		$628K Buy
+8,272
New +$632K 0.07% 185

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bar Harbor Wealth Management's EQR Position: Q2 2020 in Review

Bar Harbor Wealth Management sold out of Equity Residential (EQR) in Q2 2020, closing a stake of 3,867 shares — an estimated $239K sold.

Bar Harbor Wealth Management first reported a position in EQR in Q2 2019 and held it in 4 quarters. The position peaked at $1.15M in Q3 2019. 573 funds tracked by Wall St. Rank hold EQR as of Q2 2020.

  • Bar Harbor Wealth Management reported no remaining Equity Residential position as of Q2 2020 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 3,867 Equity Residential shares in Q2 2020, an estimated $239K.
  • Bar Harbor Wealth Management first reported a position in Equity Residential in Q2 2019 and held it in 4 quarters.
  • Bar Harbor Wealth Management's Equity Residential position peaked at $1.15M in Q3 2019.
  • 573 funds tracked by Wall St. Rank held Equity Residential as of Q2 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.