Joel Isaacson & Co’s Equity One EQY Stock Holding History

Joel Isaacson & Co’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
2014 Q1	–	Sell	-536	Closed	-$12K	–	591
2013 Q4	$12K	Buy	+536	New	+$12.2K	﹤0.01%	418

Other funds holding EQY

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LIMS

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

Joel Isaacson & Co's EQY Position: Q1 2014 in Review

Joel Isaacson & Co sold out of Equity One (EQY) in Q1 2014, closing a stake of 536 shares — an estimated $12K sold.

Joel Isaacson & Co first reported a position in EQY in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 177 funds tracked by Wall St. Rank hold EQY as of Q1 2014.

Joel Isaacson & Co reported no remaining Equity One position as of Q1 2014 after selling out during the quarter.
Joel Isaacson & Co sold 536 Equity One shares in Q1 2014, an estimated $12K.
Joel Isaacson & Co first reported a position in Equity One in Q4 2013 and held it in 1 quarter.
Joel Isaacson & Co's Equity One position peaked at $12K in Q4 2013.
177 funds tracked by Wall St. Rank held Equity One as of Q1 2014.

Based on Joel Isaacson & Co's 13F filing for Q1 2014, filed 11 Apr 2014.