Howe & Rusling’s Equity One EQY Stock Holding History

Howe & Rusling’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
2016 Q3	–	Sell	-190	Closed	-$6K	–	1189
2016 Q2	$6K	Buy	+190	New	+$5.56K	﹤0.01%	614

Other funds holding EQY

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Howe & Rusling's EQY Position: Q3 2016 in Review

Howe & Rusling sold out of Equity One (EQY) in Q3 2016, closing a stake of 190 shares — an estimated $6K sold.

Howe & Rusling first reported a position in EQY in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 199 funds tracked by Wall St. Rank hold EQY as of Q3 2016.

Howe & Rusling reported no remaining Equity One position as of Q3 2016 after selling out during the quarter.
Howe & Rusling sold 190 Equity One shares in Q3 2016, an estimated $6K.
Howe & Rusling first reported a position in Equity One in Q2 2016 and held it in 1 quarter.
Howe & Rusling's Equity One position peaked at $6K in Q2 2016.
199 funds tracked by Wall St. Rank held Equity One as of Q3 2016.

Based on Howe & Rusling's 13F filing for Q3 2016, filed 17 Oct 2016.