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Moneta Group Investment Advisors’s Equity Residential EQR Stock Holding History

Moneta Group Investment Advisors’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
2018
Q1 		– Sell
-5
Closed – – 643
2017
Q4 		$0 Buy
+5
New +$334 ﹤0.01% 489

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's EQR Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Equity Residential (EQR) in Q1 2018, closing a stake of 5 shares.

Moneta Group Investment Advisors first reported a position in EQR in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 509 funds tracked by Wall St. Rank hold EQR as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Equity Residential position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5 Equity Residential shares in Q1 2018.
  • Moneta Group Investment Advisors first reported a position in Equity Residential in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Equity Residential position peaked at $0 in Q4 2017.
  • 509 funds tracked by Wall St. Rank held Equity Residential as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.