IWMPD
EQY

Integrated Wealth Management (Palm Desert)’s Equity One EQY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q1 		– Sell
-110
Closed -$3K – 1384
2015
Q4 		$3K Hold
110
– – ﹤0.01% 1051
2015
Q3 		$3K Hold
110
– – ﹤0.01% 1061
2015
Q2 		$3K Hold
110
– – ﹤0.01% 1096
2015
Q1 		$2K Buy
+110
New +$2.96K ﹤0.01% 1141

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EQY Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Equity One (EQY) in Q1 2016, closing a stake of 110 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EQY in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q4 2015. 200 funds tracked by Wall St. Rank hold EQY as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Equity One position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 110 Equity One shares in Q1 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Equity One in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Equity One position peaked at $3K in Q4 2015.
  • 200 funds tracked by Wall St. Rank held Equity One as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.