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Cornerstone Wealth Management’s Equity Residential EQR Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-11,869
Closed -$187K – 1366
2018
Q2 		$187K Buy
+11,869
New +$740K ﹤0.01% 1353

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cornerstone Wealth Management's EQR Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Equity Residential (EQR) in Q3 2018, closing a stake of 11,869 shares — an estimated $187K sold.

Cornerstone Wealth Management first reported a position in EQR in Q2 2018 and held it in 1 quarter. The position peaked at $187K in Q2 2018. 527 funds tracked by Wall St. Rank hold EQR as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Equity Residential position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,869 Equity Residential shares in Q3 2018, an estimated $187K.
  • Cornerstone Wealth Management first reported a position in Equity Residential in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Equity Residential position peaked at $187K in Q2 2018.
  • 527 funds tracked by Wall St. Rank held Equity Residential as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.