Intersect Capital’s Equity Residential EQR Stock Holding History

Intersect Capital’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
2015 Q2	–	Sell	-1,123	Closed	-$83K	–	197
2015 Q1	$83K	Hold	1,123	–	–	0.06%	134
2014 Q4	$81K	Buy	+1,123	New	+$77.8K	0.07%	142

Other funds holding EQR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intersect Capital's EQR Position: Q2 2015 in Review

Intersect Capital sold out of Equity Residential (EQR) in Q2 2015, closing a stake of 1,123 shares — an estimated $83K sold.

Intersect Capital first reported a position in EQR in Q4 2014 and held it in 2 quarters. The position peaked at $83K in Q1 2015. 487 funds tracked by Wall St. Rank hold EQR as of Q2 2015.

Intersect Capital reported no remaining Equity Residential position as of Q2 2015 after selling out during the quarter.
Intersect Capital sold 1,123 Equity Residential shares in Q2 2015, an estimated $83K.
Intersect Capital first reported a position in Equity Residential in Q4 2014 and held it in 2 quarters.
Intersect Capital's Equity Residential position peaked at $83K in Q1 2015.
487 funds tracked by Wall St. Rank held Equity Residential as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.