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Kissinger Financial Services’s Equity Residential EQR Stock Holding History

Kissinger Financial Services’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
2017
Q2 		– Sell
-8,905
Closed -$554K – 79
2017
Q1 		$554K Sell
8,905
-3,405
-28% -$213K 0.57% 47
2016
Q4 		$791K Buy
12,310
+20
+0.2% +$1.23K 0.83% 42
2016
Q3 		$790K Buy
+12,290
New +$820K 0.86% 43

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Kissinger Financial Services's EQR Position: Q2 2017 in Review

Kissinger Financial Services sold out of Equity Residential (EQR) in Q2 2017, closing a stake of 8,905 shares — an estimated $554K sold.

Kissinger Financial Services first reported a position in EQR in Q3 2016 and held it in 3 quarters. The position peaked at $791K in Q4 2016. 510 funds tracked by Wall St. Rank hold EQR as of Q2 2017.

  • Kissinger Financial Services reported no remaining Equity Residential position as of Q2 2017 after selling out during the quarter.
  • Kissinger Financial Services sold 8,905 Equity Residential shares in Q2 2017, an estimated $554K.
  • Kissinger Financial Services first reported a position in Equity Residential in Q3 2016 and held it in 3 quarters.
  • Kissinger Financial Services's Equity Residential position peaked at $791K in Q4 2016.
  • 510 funds tracked by Wall St. Rank held Equity Residential as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.