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KIA
KCM Investment Advisors’s
Equity Residential
EQR
Stock Holding History
KCM Investment 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
2018
Q1
–
Sell
-3,185
Closed
-$203K
–
527
2017
Q4
$203K
Hold
3,185
–
–
0.01%
506
2017
Q3
$210K
Hold
3,185
–
–
0.01%
503
2017
Q2
$210K
Buy
+3,185
New
+$208K
0.01%
513
2017
Q1
–
Sell
-3,185
Closed
-$205K
–
543
2016
Q4
$205K
Sell
3,185
-400
-11%
-$24.6K
0.01%
512
2016
Q3
$231K
Hold
3,585
–
–
0.02%
495
2016
Q2
$247K
Hold
3,585
–
–
0.02%
470
2016
Q1
$269K
Buy
3,585
+495
+16%
+$37K
0.02%
438
2015
Q4
$252K
Sell
3,090
-175
-5%
-$13.8K
0.02%
452
2015
Q3
$245K
Buy
3,265
+175
+6%
+$12.9K
0.02%
459
2015
Q2
$217K
Hold
3,090
–
–
0.02%
499
2015
Q1
$241K
Hold
3,090
–
–
0.02%
475
2014
Q4
$222K
Buy
+3,090
New
+$214K
0.02%
476
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1-Year Est. Return
AAMU
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$13B AUM
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1-Year Est. Return
Cohen & Steers
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$57.6B AUM
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1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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