Bridges Investment Counsel’s Equity Residential EQR Stock Holding History

Bridges Investment Counsel’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 Q4	$398K	Sell	6,250 -500	-7%	-$33.4K	0.22%	97
2017 Q3	$445K	Sell	6,750 -2,050	-23%	-$137K	0.25%	90
2017 Q2	$580K	Buy	+8,800	New	+$575K	0.13%	107
2017 Q1	–	Sell	-8,900	Closed	-$573K	–	130
2016 Q4	$573K	Sell	8,900 -400	-4%	-$24.6K	0.14%	108
2016 Q3	$598K	Hold	9,300	–	–	0.13%	106
2016 Q2	$641K	Sell	9,300 -500	-5%	-$34.4K	0.14%	105
2016 Q1	$736K	Buy	+9,800	New	+$733K	0.16%	101
2015 Q3	–	Sell	-12,166	Closed	-$854K	–	146
2015 Q2	$854K	Sell	12,166 -1,450	-11%	-$108K	0.2%	100
2015 Q1	$1.06M	Sell	13,616 -1,100	-7%	-$85.9K	0.24%	93
2014 Q4	$1.06M	Sell	14,716 -400	-3%	-$27.7K	0.24%	95
2014 Q3	$931K	Sell	15,116 -108	-0.7%	-$6.98K	0.21%	101
2014 Q2	$959K	Sell	15,224 -1	-0%	-$61	0.22%	102
2014 Q1	$883K	Sell	15,225 -1,200	-7%	-$67.7K	0.21%	100
2013 Q4	$852K	Hold	16,425	–	–	0.2%	100
2013 Q3	$880K	Sell	16,425 -150	-0.9%	-$8.27K	0.22%	98
2013 Q2	$962K	Buy	+16,575	New	+$952K	0.25%	92

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

LIMS

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

Bridges Investment Counsel's EQR Position: Q4 2017 in Review

Bridges Investment Counsel reduced its Equity Residential (EQR) stake by 7.4% in Q4 2017, selling an estimated $33.4K and leaving 6,250 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #97.

Bridges Investment Counsel first reported a position in EQR in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.06M in Q1 2015. 539 funds tracked by Wall St. Rank hold EQR as of Q4 2017.

Bridges Investment Counsel held 6,250 shares of Equity Residential worth $398K as of Q4 2017.
Bridges Investment Counsel sold 500 Equity Residential shares in Q4 2017, an estimated $33.4K.
Equity Residential made up 0.22% of Bridges Investment Counsel's portfolio in Q4 2017, its #97 holding.
Bridges Investment Counsel first reported a position in Equity Residential in Q2 2013 and has held it in 16 quarters since.
Bridges Investment Counsel's Equity Residential position peaked at $1.06M in Q1 2015.
539 funds tracked by Wall St. Rank held Equity Residential as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.