DADC
EQY

D.A. Davidson & Co’s Equity One EQY Stock Holding History

D.A. Davidson & Co’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$3K – 2594
2016
Q4 		$3K Hold
100
– – ﹤0.01% 2341
2016
Q3 		$3K Hold
100
– – ﹤0.01% 2276
2016
Q2 		$3K Hold
100
– – ﹤0.01% 2230
2016
Q1 		$2K Buy
+100
New +$2.75K ﹤0.01% 2181
2015
Q2 		– Sell
-19
Closed – – 2343
2015
Q1 		$0 Sell
19
-1,441
-99% -$38.8K ﹤0.01% 2213
2014
Q4 		$36K Sell
1,460
-1,421
-49% -$34K ﹤0.01% 1539
2014
Q3 		$61K Buy
2,881
+20
+0.7% +$466 ﹤0.01% 1326
2014
Q2 		$66K Buy
2,861
+171
+6% +$3.89K ﹤0.01% 1315
2014
Q1 		$59K Buy
2,690
+1,338
+99% +$30.3K ﹤0.01% 1351
2013
Q4 		$30K Buy
+1,352
New +$30.8K ﹤0.01% 1456

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

D.A. Davidson & Co's EQY Position: Q1 2017 in Review

D.A. Davidson & Co sold out of Equity One (EQY) in Q1 2017, closing a stake of 100 shares — an estimated $3K sold.

D.A. Davidson & Co first reported a position in EQY in Q4 2013 and held it in 10 quarters. The position peaked at $66K in Q2 2014. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • D.A. Davidson & Co reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 100 Equity One shares in Q1 2017, an estimated $3K.
  • D.A. Davidson & Co first reported a position in Equity One in Q4 2013 and held it in 10 quarters.
  • D.A. Davidson & Co's Equity One position peaked at $66K in Q2 2014.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.