KCM
EQY

Kennedy Capital Management’s Equity One EQY Stock Holding History

Kennedy Capital Management’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
2016
Q4 		– Sell
-99,691
Closed -$3.05M – 807
2016
Q3 		$3.05M Buy
99,691
+74,691
+299% +$2.36M 0.06% 499
2016
Q2 		$805K Buy
+25,000
New +$732K 0.02% 657

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kennedy Capital Management's EQY Position: Q4 2016 in Review

Kennedy Capital Management sold out of Equity One (EQY) in Q4 2016, closing a stake of 99,691 shares — an estimated $3.05M sold.

Kennedy Capital Management first reported a position in EQY in Q2 2016 and held it in 2 quarters. The position peaked at $3.05M in Q3 2016. 213 funds tracked by Wall St. Rank hold EQY as of Q4 2016.

  • Kennedy Capital Management reported no remaining Equity One position as of Q4 2016 after selling out during the quarter.
  • Kennedy Capital Management sold 99,691 Equity One shares in Q4 2016, an estimated $3.05M.
  • Kennedy Capital Management first reported a position in Equity One in Q2 2016 and held it in 2 quarters.
  • Kennedy Capital Management's Equity One position peaked at $3.05M in Q3 2016.
  • 213 funds tracked by Wall St. Rank held Equity One as of Q4 2016.

Based on Kennedy Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.