CAL
EQY

Capital Analysts LLC’s Equity One EQY Stock Holding History

Capital Analysts LLC’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
2015
Q1 		– Sell
-615
Closed -$15.6K – 422
2014
Q4 		$15.6K Buy
615
+88
+17% +$2.1K ﹤0.01% 332
2014
Q3 		$11.4K Buy
527
+123
+30% +$2.87K ﹤0.01% 338
2014
Q2 		$9.54K Buy
404
+1
+0.2% +$23 ﹤0.01% 336
2014
Q1 		$9K Buy
403
+2
+0.5% +$45 ﹤0.01% 319
2013
Q4 		$9.01K Buy
+401
New +$9.13K ﹤0.01% 292

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Capital Analysts LLC's EQY Position: Q1 2015 in Review

Capital Analysts LLC sold out of Equity One (EQY) in Q1 2015, closing a stake of 615 shares — an estimated $15.6K sold.

Capital Analysts LLC first reported a position in EQY in Q4 2013 and held it in 5 quarters. The position peaked at $15.6K in Q4 2014. 182 funds tracked by Wall St. Rank hold EQY as of Q1 2015.

  • Capital Analysts LLC reported no remaining Equity One position as of Q1 2015 after selling out during the quarter.
  • Capital Analysts LLC sold 615 Equity One shares in Q1 2015, an estimated $15.6K.
  • Capital Analysts LLC first reported a position in Equity One in Q4 2013 and held it in 5 quarters.
  • Capital Analysts LLC's Equity One position peaked at $15.6K in Q4 2014.
  • 182 funds tracked by Wall St. Rank held Equity One as of Q1 2015.

Based on Capital Analysts LLC's 13F filing for Q1 2015, filed 30 Apr 2015.