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Montecito Bank & Trust’s Equity Residential EQR Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-530
Closed -$34K – 247
2016
Q4 		$34K Buy
+530
New +$32.6K 0.01% 307

Other funds holding EQR

Vanguard Group
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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Montecito Bank & Trust's EQR Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Equity Residential (EQR) in Q1 2017, closing a stake of 530 shares — an estimated $34K sold.

Montecito Bank & Trust first reported a position in EQR in Q4 2016 and held it in 1 quarter. The position peaked at $34K in Q4 2016. 500 funds tracked by Wall St. Rank hold EQR as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Equity Residential position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 530 Equity Residential shares in Q1 2017, an estimated $34K.
  • Montecito Bank & Trust first reported a position in Equity Residential in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Equity Residential position peaked at $34K in Q4 2016.
  • 500 funds tracked by Wall St. Rank held Equity Residential as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.