Icon Wealth Partners’s EastGroup Properties EGP Stock Holding History

Icon Wealth Partners’s Portfolio EGP Stock Details EGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-130	Closed	-$15K	–	329
2019 Q1	$15K	Buy	+130	New	+$13.5K	0.01%	609
2018 Q3	–	Sell	-153	Closed	-$15K	–	390
2018 Q2	$15K	Buy	+153	New	+$13.8K	0.01%	635
2018 Q1	–	Sell	-164	Closed	-$15K	–	388
2017 Q4	$15K	Buy	+164	New	+$14.9K	0.01%	653

Other funds holding EGP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

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

Icon Wealth Partners's EGP Position: Q2 2019 in Review

Icon Wealth Partners sold out of EastGroup Properties (EGP) in Q2 2019, closing a stake of 130 shares — an estimated $15K sold.

Icon Wealth Partners first reported a position in EGP in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2019. 292 funds tracked by Wall St. Rank hold EGP as of Q2 2019.

Icon Wealth Partners reported no remaining EastGroup Properties position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 130 EastGroup Properties shares in Q2 2019, an estimated $15K.
Icon Wealth Partners first reported a position in EastGroup Properties in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's EastGroup Properties position peaked at $15K in Q1 2019.
292 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.