GW & Wade’s Equity Residential EQR Stock Holding History

GW & Wade’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 Q2	–	Sell	-2,684	Closed	-$209K	–	236
2015 Q1	$209K	Buy	+2,684	New	+$210K	0.04%	221

Other funds holding EQR

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

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

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

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 Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

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

GW & Wade's EQR Position: Q2 2015 in Review

GW & Wade sold out of Equity Residential (EQR) in Q2 2015, closing a stake of 2,684 shares — an estimated $209K sold.

GW & Wade first reported a position in EQR in Q1 2015 and held it in 1 quarter. The position peaked at $209K in Q1 2015. 487 funds tracked by Wall St. Rank hold EQR as of Q2 2015.

GW & Wade reported no remaining Equity Residential position as of Q2 2015 after selling out during the quarter.
GW & Wade sold 2,684 Equity Residential shares in Q2 2015, an estimated $209K.
GW & Wade first reported a position in Equity Residential in Q1 2015 and held it in 1 quarter.
GW & Wade's Equity Residential position peaked at $209K in Q1 2015.
487 funds tracked by Wall St. Rank held Equity Residential as of Q2 2015.

Based on GW & Wade's 13F filing for Q2 2015, filed 14 Aug 2015.