LPL Financial’s Equity One EQY Stock Holding History

LPL Financial’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 Q2	–	Sell	-8,248	Closed	-$233K	–	3189
2016 Q1	$233K	Sell	8,248 -2,040	-20%	-$56K	﹤0.01%	2698
2015 Q4	$284K	Buy	+10,288	New	+$272K	﹤0.01%	2578

Other funds holding EQY

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BFA

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

LPL Financial's EQY Position: Q2 2016 in Review

LPL Financial sold out of Equity One (EQY) in Q2 2016, closing a stake of 8,248 shares — an estimated $233K sold.

LPL Financial first reported a position in EQY in Q4 2015 and held it in 2 quarters. The position peaked at $284K in Q4 2015. 204 funds tracked by Wall St. Rank hold EQY as of Q2 2016.

LPL Financial reported no remaining Equity One position as of Q2 2016 after selling out during the quarter.
LPL Financial sold 8,248 Equity One shares in Q2 2016, an estimated $233K.
LPL Financial first reported a position in Equity One in Q4 2015 and held it in 2 quarters.
LPL Financial's Equity One position peaked at $284K in Q4 2015.
204 funds tracked by Wall St. Rank held Equity One as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.