IRF
EQY

IBM Retirement Fund’s Equity One EQY Stock Holding History

IBM Retirement Fund’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
2017
Q1 		– Sell
-7,424
Closed -$228K – 884
2016
Q4 		$228K Sell
7,424
-1,320
-15% -$38.6K 0.01% 859
2016
Q3 		$268K Sell
8,744
-497
-5% -$15.7K 0.01% 871
2016
Q2 		$297K Buy
+9,241
New +$271K 0.01% 853

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

IBM Retirement Fund's EQY Position: Q1 2017 in Review

IBM Retirement Fund sold out of Equity One (EQY) in Q1 2017, closing a stake of 7,424 shares — an estimated $228K sold.

IBM Retirement Fund first reported a position in EQY in Q2 2016 and held it in 3 quarters. The position peaked at $297K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • IBM Retirement Fund reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 7,424 Equity One shares in Q1 2017, an estimated $228K.
  • IBM Retirement Fund first reported a position in Equity One in Q2 2016 and held it in 3 quarters.
  • IBM Retirement Fund's Equity One position peaked at $297K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.