FCH
EQY

Freestone Capital Holdings’s Equity One EQY Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-61,300
Closed -$1.29M – 415
2013
Q3 		$1.29M Buy
+61,300
New +$1.38M 0.23% 82

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freestone Capital Holdings's EQY Position: Q4 2013 in Review

Freestone Capital Holdings sold out of Equity One (EQY) in Q4 2013, closing a stake of 61,300 shares — an estimated $1.29M sold.

Freestone Capital Holdings first reported a position in EQY in Q3 2013 and held it in 1 quarter. The position peaked at $1.29M in Q3 2013. 179 funds tracked by Wall St. Rank hold EQY as of Q4 2013.

  • Freestone Capital Holdings reported no remaining Equity One position as of Q4 2013 after selling out during the quarter.
  • Freestone Capital Holdings sold 61,300 Equity One shares in Q4 2013, an estimated $1.29M.
  • Freestone Capital Holdings first reported a position in Equity One in Q3 2013 and held it in 1 quarter.
  • Freestone Capital Holdings's Equity One position peaked at $1.29M in Q3 2013.
  • 179 funds tracked by Wall St. Rank held Equity One as of Q4 2013.

Based on Freestone Capital Holdings's 13F filing for Q4 2013, filed 13 Feb 2014.