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Buckingham Strategic Wealth’s Equity Residential EQR Stock Holding History

Buckingham Strategic Wealth’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
2019
Q1 		– Sell
-29,834
Closed -$1.97M – 421
2018
Q4 		$1.97M Buy
+29,834
New +$2M 0.3% 70

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's EQR Position: Q1 2019 in Review

Buckingham Strategic Wealth sold out of Equity Residential (EQR) in Q1 2019, closing a stake of 29,834 shares — an estimated $1.97M sold.

Buckingham Strategic Wealth first reported a position in EQR in Q4 2018 and held it in 1 quarter. The position peaked at $1.97M in Q4 2018. 535 funds tracked by Wall St. Rank hold EQR as of Q1 2019.

  • Buckingham Strategic Wealth reported no remaining Equity Residential position as of Q1 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 29,834 Equity Residential shares in Q1 2019, an estimated $1.97M.
  • Buckingham Strategic Wealth first reported a position in Equity Residential in Q4 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Equity Residential position peaked at $1.97M in Q4 2018.
  • 535 funds tracked by Wall St. Rank held Equity Residential as of Q1 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2019, filed 2 May 2019.