Capstone Asset Management’s Equity One EQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-10,573
Closed -$324K 1643
2016
Q4
$324K Buy
10,573
+280
+3% +$8.19K 0.01% 1267
2016
Q3
$315K Sell
10,293
-170
-2% -$5.37K 0.01% 1287
2016
Q2
$337K Buy
10,463
+2,300
+28% +$67.3K 0.01% 1217
2016
Q1
$234K Buy
+8,163
New +$224K 0.01% 1410
2013
Q4
Sell
-9,705
Closed -$212K 2006
2013
Q3
$212K Buy
9,705
+410
+4% +$9.23K 0.01% 1823
2013
Q2
$210K Buy
+9,295
New +$226K 0.01% 1772

Other funds holding EQY

Capstone Asset Management's EQY Position: Q1 2017 in Review

Capstone Asset Management sold out of Equity One (EQY) in Q1 2017, closing a stake of 10,573 shares — an estimated $324K sold.

Capstone Asset Management first reported a position in EQY in Q2 2013 and held it in 6 quarters. The position peaked at $337K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Capstone Asset Management reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Capstone Asset Management sold 10,573 Equity One shares in Q1 2017, an estimated $324K.
  • Capstone Asset Management first reported a position in Equity One in Q2 2013 and held it in 6 quarters.
  • Capstone Asset Management's Equity One position peaked at $337K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Capstone Asset Management's 13F filing for Q1 2017, filed 12 Apr 2017.