GGPS
EQY

Gary Goldberg Planning Services’s Equity One EQY Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-1,614
Closed -$35K – 504
2014
Q3 		$35K Buy
+1,614
New +$37.6K 0.01% 271

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's EQY Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Equity One (EQY) in Q4 2014, closing a stake of 1,614 shares — an estimated $35K sold.

Gary Goldberg Planning Services first reported a position in EQY in Q3 2014 and held it in 1 quarter. The position peaked at $35K in Q3 2014. 177 funds tracked by Wall St. Rank hold EQY as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Equity One position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,614 Equity One shares in Q4 2014, an estimated $35K.
  • Gary Goldberg Planning Services first reported a position in Equity One in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Equity One position peaked at $35K in Q3 2014.
  • 177 funds tracked by Wall St. Rank held Equity One as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.