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Buffington Mohr McNeal’s Equity Residential EQR Stock Holding History

Buffington Mohr McNeal’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
2013
Q4 		– Sell
-17,875
Closed -$958K – 79
2013
Q3 		$958K Hold
17,875
– – 0.6% 34
2013
Q2 		$1.04M Buy
+17,875
New +$1.03M 0.69% 34

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Buffington Mohr McNeal's EQR Position: Q4 2013 in Review

Buffington Mohr McNeal sold out of Equity Residential (EQR) in Q4 2013, closing a stake of 17,875 shares — an estimated $958K sold.

Buffington Mohr McNeal first reported a position in EQR in Q2 2013 and held it in 2 quarters. The position peaked at $1.04M in Q2 2013. 420 funds tracked by Wall St. Rank hold EQR as of Q4 2013.

  • Buffington Mohr McNeal reported no remaining Equity Residential position as of Q4 2013 after selling out during the quarter.
  • Buffington Mohr McNeal sold 17,875 Equity Residential shares in Q4 2013, an estimated $958K.
  • Buffington Mohr McNeal first reported a position in Equity Residential in Q2 2013 and held it in 2 quarters.
  • Buffington Mohr McNeal's Equity Residential position peaked at $1.04M in Q2 2013.
  • 420 funds tracked by Wall St. Rank held Equity Residential as of Q4 2013.

Based on Buffington Mohr McNeal's 13F filing for Q4 2013, filed 11 Feb 2014.