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Litman Gregory Wealth Management’s Equity Residential EQR Stock Holding History

Litman Gregory Wealth Management’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
2019
Q4 		– Sell
-30
Closed -$3K – 229
2019
Q3 		$3K Sell
30
-29
-49% -$2.37K ﹤0.01% 166
2019
Q2 		$4K Buy
+59
New +$4.51K ﹤0.01% 182

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Litman Gregory Wealth Management's EQR Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Equity Residential (EQR) in Q4 2019, closing a stake of 30 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in EQR in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 595 funds tracked by Wall St. Rank hold EQR as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Equity Residential position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 30 Equity Residential shares in Q4 2019, an estimated $3K.
  • Litman Gregory Wealth Management first reported a position in Equity Residential in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Equity Residential position peaked at $4K in Q2 2019.
  • 595 funds tracked by Wall St. Rank held Equity Residential as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.