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Kelleher Financial Advisors’s Equity Residential EQR Stock Holding History

Kelleher Financial 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
2016
Q1 		– Sell
-2,500
Closed -$203K – 231
2015
Q4 		$203K Buy
+2,500
New +$197K 0.14% 103

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Kelleher Financial Advisors's EQR Position: Q1 2016 in Review

Kelleher Financial Advisors sold out of Equity Residential (EQR) in Q1 2016, closing a stake of 2,500 shares — an estimated $203K sold.

Kelleher Financial Advisors first reported a position in EQR in Q4 2015 and held it in 1 quarter. The position peaked at $203K in Q4 2015. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2016.

  • Kelleher Financial Advisors reported no remaining Equity Residential position as of Q1 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 2,500 Equity Residential shares in Q1 2016, an estimated $203K.
  • Kelleher Financial Advisors first reported a position in Equity Residential in Q4 2015 and held it in 1 quarter.
  • Kelleher Financial Advisors's Equity Residential position peaked at $203K in Q4 2015.
  • 501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2016.

Based on Kelleher Financial Advisors's 13F filing for Q1 2016, filed 2 May 2016.