Echo Street Capital Management’s Equity One EQY Stock Holding History

Echo Street Capital Management’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
2016 Q4	–	Sell	-197,419	Closed	-$6.04M	–	197
2016 Q3	$6.04M	Sell	197,419 -334,996	-63%	-$10.6M	0.26%	116
2016 Q2	$17.1M	Buy	532,415 +108,052	+25%	+$3.16M	0.72%	48
2016 Q1	$12.2M	Sell	424,363 -221,121	-34%	-$6.07M	0.63%	59
2015 Q4	$17.5M	Buy	645,484 +412,025	+176%	+$10.9M	0.75%	43
2015 Q3	$5.68M	Buy	+233,459	New	+$5.68M	0.21%	138
2013 Q3	–	Sell	-65,563	Closed	-$1.48M	–	70
2013 Q2	$1.48M	Buy	+65,563	New	+$1.6M	0.23%	47

Other funds holding EQY

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Echo Street Capital Management's EQY Position: Q4 2016 in Review

Echo Street Capital Management sold out of Equity One (EQY) in Q4 2016, closing a stake of 197,419 shares — an estimated $6.04M sold.

Echo Street Capital Management first reported a position in EQY in Q2 2013 and held it in 6 quarters. The position peaked at $17.5M in Q4 2015. 213 funds tracked by Wall St. Rank hold EQY as of Q4 2016.

Echo Street Capital Management reported no remaining Equity One position as of Q4 2016 after selling out during the quarter.
Echo Street Capital Management sold 197,419 Equity One shares in Q4 2016, an estimated $6.04M.
Echo Street Capital Management first reported a position in Equity One in Q2 2013 and held it in 6 quarters.
Echo Street Capital Management's Equity One position peaked at $17.5M in Q4 2015.
213 funds tracked by Wall St. Rank held Equity One as of Q4 2016.

Based on Echo Street Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.