D.A. Davidson & Co’s Equity Residential EQR Stock Holding History

D.A. Davidson & Co’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
2017 Q3	–	Sell	-1,873	Closed	-$123K	–	1343
2017 Q2	$123K	Buy	1,873 +73	+4%	+$4.77K	﹤0.01%	1176
2017 Q1	$111K	Sell	1,800 -12	-0.7%	-$750	﹤0.01%	1207
2016 Q4	$116K	Buy	1,812 +512	+39%	+$31.4K	﹤0.01%	1240
2016 Q3	$83K	Hold	1,300	–	–	﹤0.01%	1298
2016 Q2	$89K	Sell	1,300 -1,310	-50%	-$90.1K	﹤0.01%	1171
2016 Q1	$195K	Buy	2,610 +60	+2%	+$4.49K	0.01%	846
2015 Q4	$207K	Sell	2,550 -29	-1%	-$2.29K	0.01%	824
2015 Q3	$192K	Sell	2,579 -177	-6%	-$13K	0.01%	832
2015 Q2	$192K	Hold	2,756	–	–	0.01%	889
2015 Q1	$213K	Sell	2,756 -600	-18%	-$46.8K	0.01%	839
2014 Q4	$240K	Buy	3,356 +824	+33%	+$57.1K	0.01%	808
2014 Q3	$153K	Hold	2,532	–	–	0.01%	964
2014 Q2	$158K	Sell	2,532 -7,383	-74%	-$448K	0.01%	977
2014 Q1	$574K	Buy	9,915 +950	+11%	+$53.6K	0.02%	564
2013 Q4	$464K	Buy	8,965 +8,950	+59,667%	+$472K	0.02%	601
2013 Q3	$0	Hold	15	–	–	﹤0.01%	1742
2013 Q2	$0	Buy	+15	New	+$862	﹤0.01%	1694

Other funds holding EQR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return