Gideon Capital Advisors’s Equity Residential EQR Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-27,709	Closed	-$2.24M	–	63
2019 Q4	$2.24M	Buy	+27,709	New	+$2.36M	0.77%	26
2019 Q3	–	Sell	-2,947	Closed	-$224K	–	323
2019 Q2	$224K	Sell	2,947 -5,362	-65%	-$410K	0.08%	244
2019 Q1	$626K	Buy	+8,309	New	+$599K	0.22%	120
2018 Q3	–	Sell	-15,491	Closed	-$987K	–	390
2018 Q2	$987K	Buy	+15,491	New	+$965K	0.49%	38
2017 Q2	–	Sell	-14,508	Closed	-$903K	–	296
2017 Q1	$903K	Buy	+14,508	New	+$907K	0.54%	24
2016 Q2	–	Sell	-6,125	Closed	-$460K	–	214
2016 Q1	$460K	Buy	+6,125	New	+$458K	0.57%	75
2015 Q3	–	Sell	-24,997	Closed	-$1.75M	–	251
2015 Q2	$1.75M	Sell	24,997 -47,871	-66%	-$3.55M	0.72%	39
2015 Q1	$5.67M	Buy	+72,868	New	+$5.69M	2.29%	1
2014 Q2	–	Sell	-14,161	Closed	-$821K	–	265
2014 Q1	$821K	Buy	+14,161	New	+$799K	0.46%	74

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's EQR Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Equity Residential (EQR) in Q1 2020, closing a stake of 27,709 shares — an estimated $2.24M sold.

Gideon Capital Advisors first reported a position in EQR in Q1 2014 and held it in 9 quarters. The position peaked at $5.67M in Q1 2015. 557 funds tracked by Wall St. Rank hold EQR as of Q1 2020.

Gideon Capital Advisors reported no remaining Equity Residential position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 27,709 Equity Residential shares in Q1 2020, an estimated $2.24M.
Gideon Capital Advisors first reported a position in Equity Residential in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's Equity Residential position peaked at $5.67M in Q1 2015.
557 funds tracked by Wall St. Rank held Equity Residential as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.