KKAMG
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Kernodle & Katon Asset Management Group’s Equity Residential EQR Stock Holding History

Kernodle & Katon Asset Management Group’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
Q4 		– Sell
-600
Closed -$39K – 301
2016
Q3 		$39K Hold
600
– – 0.02% 195
2016
Q2 		$41K Hold
600
– – 0.04% 143
2016
Q1 		$45K Hold
600
– – 0.04% 126
2015
Q4 		$49K Buy
+600
New +$47.3K 0.05% 113

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Kernodle & Katon Asset Management Group's EQR Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of Equity Residential (EQR) in Q4 2016, closing a stake of 600 shares — an estimated $39K sold.

Kernodle & Katon Asset Management Group first reported a position in EQR in Q4 2015 and held it in 4 quarters. The position peaked at $49K in Q4 2015. 505 funds tracked by Wall St. Rank hold EQR as of Q4 2016.

  • Kernodle & Katon Asset Management Group reported no remaining Equity Residential position as of Q4 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 600 Equity Residential shares in Q4 2016, an estimated $39K.
  • Kernodle & Katon Asset Management Group first reported a position in Equity Residential in Q4 2015 and held it in 4 quarters.
  • Kernodle & Katon Asset Management Group's Equity Residential position peaked at $49K in Q4 2015.
  • 505 funds tracked by Wall St. Rank held Equity Residential as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.