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Guardian Investor Services’s Equity Residential EQR Stock Holding History

Guardian Investor 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
2015
Q1 		$195K Hold
2,507
– – 0.15% 164
2014
Q4 		$180K Sell
2,507
-58
-2% -$4.02K 0.14% 174
2014
Q3 		$158K Buy
2,565
+67
+3% +$4.33K 0.13% 192
2014
Q2 		$157K Sell
2,498
-87
-3% -$5.28K 0.12% 205
2014
Q1 		$150K Sell
2,585
-100
-4% -$5.64K 0.12% 206
2013
Q4 		$139K Buy
2,685
+117
+5% +$6.16K 0.11% 219
2013
Q3 		$138K Sell
2,568
-35
-1% -$1.93K 0.12% 208
2013
Q2 		$151K Buy
+2,603
New +$150K 0.13% 191

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Guardian Investor Services's EQR Position: Q1 2015 in Review

Guardian Investor Services held its Equity Residential (EQR) position steady in Q1 2015 at 2,507 shares worth $195K. The position accounts for 0.15% of the portfolio, ranked #164.

Guardian Investor Services first reported a position in EQR in Q2 2013 and has held it in 8 quarters since. 502 funds tracked by Wall St. Rank hold EQR as of Q1 2015.

  • Guardian Investor Services held 2,507 shares of Equity Residential worth $195K as of Q1 2015.
  • Guardian Investor Services left its Equity Residential share count unchanged in Q1 2015.
  • Equity Residential made up 0.15% of Guardian Investor Services's portfolio in Q1 2015, its #164 holding.
  • Guardian Investor Services first reported a position in Equity Residential in Q2 2013 and has held it in 8 quarters since.
  • 502 funds tracked by Wall St. Rank held Equity Residential as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.