JFS Wealth Advisors’s Equity Residential EQR Stock Holding History

JFS Wealth Advisors’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
2020 Q1	–	Sell	-38	Closed	-$3K	–	515
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	431
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	431
2019 Q2	$3K	Hold	38	–	–	﹤0.01%	417
2019 Q1	$3K	Hold	38	–	–	﹤0.01%	419
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	408
2018 Q3	$3K	Hold	38	–	–	﹤0.01%	482
2018 Q2	$2K	Hold	38	–	–	﹤0.01%	431
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	477
2017 Q4	$2K	Hold	38	–	–	﹤0.01%	484
2017 Q3	$3K	Hold	38	–	–	﹤0.01%	408
2017 Q2	$3K	Buy	+38	New	+$2.48K	﹤0.01%	387

Other funds holding EQR

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

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

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

Norges Bank Oslo, Norway $935B AUM

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group

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

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

Fidelity Investments

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return