EFS
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Essex Financial Services’s Equity Residential EQR Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-3,800
Closed -$251K – 289
2017
Q3 		$251K Hold
3,800
– – 0.06% 230
2017
Q2 		$250K Buy
+3,800
New +$248K 0.05% 295
2014
Q3 		– Sell
-3,900
Closed -$246K – 302
2014
Q2 		$246K Sell
3,900
-450
-10% -$27.3K 0.07% 256
2014
Q1 		$252K Hold
4,350
– – 0.08% 239
2013
Q4 		$226K Buy
+4,350
New +$229K 0.08% 245

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Essex Financial Services's EQR Position: Q4 2017 in Review

Essex Financial Services sold out of Equity Residential (EQR) in Q4 2017, closing a stake of 3,800 shares — an estimated $251K sold.

Essex Financial Services first reported a position in EQR in Q4 2013 and held it in 5 quarters. The position peaked at $252K in Q1 2014. 539 funds tracked by Wall St. Rank hold EQR as of Q4 2017.

  • Essex Financial Services reported no remaining Equity Residential position as of Q4 2017 after selling out during the quarter.
  • Essex Financial Services sold 3,800 Equity Residential shares in Q4 2017, an estimated $251K.
  • Essex Financial Services first reported a position in Equity Residential in Q4 2013 and held it in 5 quarters.
  • Essex Financial Services's Equity Residential position peaked at $252K in Q1 2014.
  • 539 funds tracked by Wall St. Rank held Equity Residential as of Q4 2017.

Based on Essex Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.