La Francaise Forum Securities’s Equity One EQY Stock Holding History

La Francaise Forum Securities’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
2015 Q2	–	Sell	-83,794	Closed	-$2.24M	–	52
2015 Q1	$2.24M	Hold	83,794	–	–	1.47%	30
2014 Q4	$2.13M	Hold	83,794	–	–	1.55%	31
2014 Q3	$1.81M	Sell	83,794 -53,582	-39%	-$1.25M	1.45%	27
2014 Q2	$3.24M	Buy	137,376 +8,100	+6%	+$184K	1.54%	30
2014 Q1	$2.89M	Buy	129,276 +5,300	+4%	+$120K	1.45%	30
2013 Q4	$2.78M	Sell	123,976 -2,900	-2%	-$66.1K	1.59%	28
2013 Q3	$2.77M	Buy	126,876 +2,400	+2%	+$54K	1.36%	27
2013 Q2	$2.82M	Buy	+124,476	New	+$3.03M	1.67%	24

Other funds holding EQY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

La Francaise Forum Securities's EQY Position: Q2 2015 in Review

La Francaise Forum Securities sold out of Equity One (EQY) in Q2 2015, closing a stake of 83,794 shares — an estimated $2.24M sold.

La Francaise Forum Securities first reported a position in EQY in Q2 2013 and held it in 8 quarters. The position peaked at $3.24M in Q2 2014. 176 funds tracked by Wall St. Rank hold EQY as of Q2 2015.

La Francaise Forum Securities reported no remaining Equity One position as of Q2 2015 after selling out during the quarter.
La Francaise Forum Securities sold 83,794 Equity One shares in Q2 2015, an estimated $2.24M.
La Francaise Forum Securities first reported a position in Equity One in Q2 2013 and held it in 8 quarters.
La Francaise Forum Securities's Equity One position peaked at $3.24M in Q2 2014.
176 funds tracked by Wall St. Rank held Equity One as of Q2 2015.

Based on La Francaise Forum Securities's 13F filing for Q2 2015, filed 12 Aug 2015.