Capital Guardian Trust’s Equity One EQY Stock Holding History

Capital Guardian Trust’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
2014 Q4	–	Sell	-50	Closed	-$1K	–	656
2014 Q3	$1K	Buy	+50	New	+$1.17K	﹤0.01%	634

Other funds holding EQY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Guardian Trust's EQY Position: Q4 2014 in Review

Capital Guardian Trust sold out of Equity One (EQY) in Q4 2014, closing a stake of 50 shares — an estimated $1K sold.

Capital Guardian Trust first reported a position in EQY in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 177 funds tracked by Wall St. Rank hold EQY as of Q4 2014.

Capital Guardian Trust reported no remaining Equity One position as of Q4 2014 after selling out during the quarter.
Capital Guardian Trust sold 50 Equity One shares in Q4 2014, an estimated $1K.
Capital Guardian Trust first reported a position in Equity One in Q3 2014 and held it in 1 quarter.
Capital Guardian Trust's Equity One position peaked at $1K in Q3 2014.
177 funds tracked by Wall St. Rank held Equity One as of Q4 2014.

Based on Capital Guardian Trust's 13F filing for Q4 2014, filed 13 Feb 2015.