Envestnet Asset Management’s Equity One EQY Stock Holding History

Envestnet Asset 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
2017 Q1	–	Sell	-819	Closed	-$25K	–	3232
2016 Q4	$25K	Buy	+819	New	+$24K	﹤0.01%	2622
2016 Q1	–	Sell	-15,262	Closed	-$414K	–	3215
2015 Q4	$414K	Buy	15,262 +3,353	+28%	+$88.5K	﹤0.01%	1685
2015 Q3	$290K	Buy	+11,909	New	+$290K	﹤0.01%	1853
2015 Q1	–	Sell	-903	Closed	-$23K	–	2608
2014 Q4	$23K	Buy	903 +603	+201%	+$14.4K	﹤0.01%	1699
2014 Q3	$6K	Sell	300 -25	-8%	-$582	﹤0.01%	2277
2014 Q2	$8K	Buy	325 +130	+67%	+$2.96K	﹤0.01%	2155
2014 Q1	$4K	Sell	195 -25	-11%	-$566	﹤0.01%	2180
2013 Q4	$5K	Buy	+220	New	+$5.01K	﹤0.01%	2037

Other funds holding EQY

FPF

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

Envestnet Asset Management's EQY Position: Q1 2017 in Review

Envestnet Asset Management sold out of Equity One (EQY) in Q1 2017, closing a stake of 819 shares — an estimated $25K sold.

Envestnet Asset Management first reported a position in EQY in Q4 2013 and held it in 8 quarters. The position peaked at $414K in Q4 2015. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

Envestnet Asset Management reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
Envestnet Asset Management sold 819 Equity One shares in Q1 2017, an estimated $25K.
Envestnet Asset Management first reported a position in Equity One in Q4 2013 and held it in 8 quarters.
Envestnet Asset Management's Equity One position peaked at $414K in Q4 2015.
1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Envestnet Asset Management's 13F filing for Q1 2017, filed 9 May 2017.