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Independent Portfolio Consultants’s Equity Residential EQR Stock Holding History

Independent Portfolio Consultants’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
2016
Q1 		– Sell
-1,240
Closed -$101K – 760
2015
Q4 		$101K Buy
1,240
+190
+18% +$15K 0.03% 467
2015
Q3 		$79K Buy
1,050
+135
+15% +$9.93K 0.02% 497
2015
Q2 		$64K Buy
915
+879
+2,442% +$65.2K 0.01% 584
2015
Q1 		$3K Buy
+36
New +$2.81K ﹤0.01% 808
2014
Q3 		– Sell
-590
Closed -$37K – 862
2014
Q2 		$37K Buy
+590
New +$35.8K 0.01% 687

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Independent Portfolio Consultants's EQR Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Equity Residential (EQR) in Q1 2016, closing a stake of 1,240 shares — an estimated $101K sold.

Independent Portfolio Consultants first reported a position in EQR in Q2 2014 and held it in 5 quarters. The position peaked at $101K in Q4 2015. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Equity Residential position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,240 Equity Residential shares in Q1 2016, an estimated $101K.
  • Independent Portfolio Consultants first reported a position in Equity Residential in Q2 2014 and held it in 5 quarters.
  • Independent Portfolio Consultants's Equity Residential position peaked at $101K in Q4 2015.
  • 501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.