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Capital Investment Advisors’s Equity Residential EQR Stock Holding History

Capital Investment Advisors’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
2020
Q1 		– Sell
-3,224
Closed -$261K – 484
2019
Q4 		$261K Hold
3,224
– – 0.01% 435
2019
Q3 		$278K Sell
3,224
-38
-1% -$3.11K 0.01% 405
2019
Q2 		$248K Buy
+3,262
New +$249K 0.01% 421

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Capital Investment Advisors's EQR Position: Q1 2020 in Review

Capital Investment Advisors sold out of Equity Residential (EQR) in Q1 2020, closing a stake of 3,224 shares — an estimated $261K sold.

Capital Investment Advisors first reported a position in EQR in Q2 2019 and held it in 3 quarters. The position peaked at $278K in Q3 2019. 556 funds tracked by Wall St. Rank hold EQR as of Q1 2020.

  • Capital Investment Advisors reported no remaining Equity Residential position as of Q1 2020 after selling out during the quarter.
  • Capital Investment Advisors sold 3,224 Equity Residential shares in Q1 2020, an estimated $261K.
  • Capital Investment Advisors first reported a position in Equity Residential in Q2 2019 and held it in 3 quarters.
  • Capital Investment Advisors's Equity Residential position peaked at $278K in Q3 2019.
  • 556 funds tracked by Wall St. Rank held Equity Residential as of Q1 2020.

Based on Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.