CFS
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Community Financial System’s Equity Residential EQR Stock Holding History

Community Financial System’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
2014
Q3 		$37K Hold
600
– – 0.01% 256
2014
Q2 		$38K Hold
600
– – 0.01% 254
2014
Q1 		$35K Hold
600
– – 0.01% 261
2013
Q4 		$31K Hold
600
– – 0.01% 270
2013
Q3 		$32K Buy
+600
New +$33.1K 0.01% 254

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Community Financial System's EQR Position: Q3 2014 in Review

Community Financial System held its Equity Residential (EQR) position steady in Q3 2014 at 600 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #256.

Community Financial System first reported a position in EQR in Q3 2013 and has held it in 5 quarters since. The position peaked at $38K in Q2 2014. 452 funds tracked by Wall St. Rank hold EQR as of Q3 2014.

  • Community Financial System held 600 shares of Equity Residential worth $37K as of Q3 2014.
  • Community Financial System left its Equity Residential share count unchanged in Q3 2014.
  • Equity Residential made up 0.01% of Community Financial System's portfolio in Q3 2014, its #256 holding.
  • Community Financial System first reported a position in Equity Residential in Q3 2013 and has held it in 5 quarters since.
  • Community Financial System's Equity Residential position peaked at $38K in Q2 2014.
  • 452 funds tracked by Wall St. Rank held Equity Residential as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.