CMBA
EQY

C.M. Bidwell & Associates’s Equity One EQY Stock Holding History

C.M. Bidwell & Associates’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,135
Closed -$178K – 271
2013
Q3 		$178K Buy
+8,135
New +$183K 0.05% 168

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

C.M. Bidwell & Associates's EQY Position: Q4 2013 in Review

C.M. Bidwell & Associates sold out of Equity One (EQY) in Q4 2013, closing a stake of 8,135 shares — an estimated $178K sold.

C.M. Bidwell & Associates first reported a position in EQY in Q3 2013 and held it in 1 quarter. The position peaked at $178K in Q3 2013. 179 funds tracked by Wall St. Rank hold EQY as of Q4 2013.

  • C.M. Bidwell & Associates reported no remaining Equity One position as of Q4 2013 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 8,135 Equity One shares in Q4 2013, an estimated $178K.
  • C.M. Bidwell & Associates first reported a position in Equity One in Q3 2013 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Equity One position peaked at $178K in Q3 2013.
  • 179 funds tracked by Wall St. Rank held Equity One as of Q4 2013.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2013, filed 12 Feb 2014.