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FDO Partners’s Equity Residential EQR Stock Holding History

FDO Partners’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
2018
Q1 		– Sell
-11,745
Closed -$749K – 37
2017
Q4 		$749K Buy
11,745
+4,854
+70% +$324K 0.64% 48
2017
Q3 		$454K Buy
+6,891
New +$461K 0.18% 160
2016
Q3 		– Sell
-23,514
Closed -$1.62M – 217
2016
Q2 		$1.62M Buy
+23,514
New +$1.62M 0.88% 33
2016
Q1 		– Sell
-6,256
Closed -$510K – 269
2015
Q4 		$510K Buy
+6,256
New +$493K 0.29% 150

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
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
Cohen & Steers
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDO Partners's EQR Position: Q1 2018 in Review

FDO Partners sold out of Equity Residential (EQR) in Q1 2018, closing a stake of 11,745 shares — an estimated $749K sold.

FDO Partners first reported a position in EQR in Q4 2015 and held it in 4 quarters. The position peaked at $1.62M in Q2 2016. 509 funds tracked by Wall St. Rank hold EQR as of Q1 2018.

  • FDO Partners reported no remaining Equity Residential position as of Q1 2018 after selling out during the quarter.
  • FDO Partners sold 11,745 Equity Residential shares in Q1 2018, an estimated $749K.
  • FDO Partners first reported a position in Equity Residential in Q4 2015 and held it in 4 quarters.
  • FDO Partners's Equity Residential position peaked at $1.62M in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Equity Residential as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.