Barrington Strategic Wealth Management Group’s Equity Residential EQR Stock Holding History

Barrington Strategic Wealth Management Group’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
2017 Q3	$1.18M	Sell	17,829 -2,365	-12%	-$158K	0.59%	51
2017 Q2	$1.33M	Sell	20,194 -743	-4%	-$48.6K	0.68%	40
2017 Q1	$1.3M	Sell	20,937 -660	-3%	-$41.3K	0.68%	43
2016 Q4	$1.39M	Sell	21,597 -300	-1%	-$18.4K	0.75%	40
2016 Q3	$1.41M	Buy	21,897 +3,815	+21%	+$254K	0.79%	37
2016 Q2	$1.25M	Sell	18,082 -310	-2%	-$21.3K	0.71%	40
2016 Q1	$1.38M	Sell	18,392 -735	-4%	-$55K	0.8%	35
2015 Q4	$1.56M	Buy	19,127 +85	+0.4%	+$6.71K	0.91%	31
2015 Q3	$1.43M	Sell	19,042 -150	-0.8%	-$11K	0.91%	35
2015 Q2	$1.35M	Buy	19,192 +20	+0.1%	+$1.48K	0.81%	40
2015 Q1	$1.49M	Buy	19,172 +60	+0.3%	+$4.68K	0.91%	35
2014 Q4	$1.37M	Buy	19,112 +135	+0.7%	+$9.35K	0.88%	35
2014 Q3	$1.17M	Sell	18,977 -765	-4%	-$49.4K	0.76%	44
2014 Q2	$1.24M	Sell	19,742 -415	-2%	-$25.2K	0.79%	45
2014 Q1	$1.17M	Buy	+20,157	New	+$1.14M	0.76%	45
2013 Q3	–	Sell	-3,925	Closed	-$228K	–	92
2013 Q2	$228K	Buy	+3,925	New	+$225K	0.19%	93

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Barrington Strategic Wealth Management Group's EQR Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Equity Residential (EQR) stake by 12% in Q3 2017, selling an estimated $158K and leaving 17,829 shares worth $1.18M. The position accounts for 0.59% of the portfolio, ranked #51.

Barrington Strategic Wealth Management Group first reported a position in EQR in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2015. 501 funds tracked by Wall St. Rank hold EQR as of Q3 2017.

Barrington Strategic Wealth Management Group held 17,829 shares of Equity Residential worth $1.18M as of Q3 2017.
Barrington Strategic Wealth Management Group sold 2,365 Equity Residential shares in Q3 2017, an estimated $158K.
Equity Residential made up 0.59% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #51 holding.
Barrington Strategic Wealth Management Group first reported a position in Equity Residential in Q2 2013 and has held it in 16 quarters since.
Barrington Strategic Wealth Management Group's Equity Residential position peaked at $1.56M in Q4 2015.
501 funds tracked by Wall St. Rank held Equity Residential as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.