MPWT
EQY

MassMutual Private Wealth & Trust’s Equity One EQY Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-6,936
Closed -$150K – 1007
2015
Q3 		$150K Buy
6,936
+149
+2% +$3.63K 0.03% 293
2015
Q2 		$160K Buy
+6,787
New +$170K 0.04% 284

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's EQY Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of Equity One (EQY) in Q4 2015, closing a stake of 6,936 shares — an estimated $150K sold.

MassMutual Private Wealth & Trust first reported a position in EQY in Q2 2015 and held it in 2 quarters. The position peaked at $160K in Q2 2015. 185 funds tracked by Wall St. Rank hold EQY as of Q4 2015.

  • MassMutual Private Wealth & Trust reported no remaining Equity One position as of Q4 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6,936 Equity One shares in Q4 2015, an estimated $150K.
  • MassMutual Private Wealth & Trust first reported a position in Equity One in Q2 2015 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Equity One position peaked at $160K in Q2 2015.
  • 185 funds tracked by Wall St. Rank held Equity One as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.