Morgan Stanley’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,709,104
| Closed | -$114M | – | 6715 |
|
|
2016
Q4 | $114M | Buy |
3,709,104
+2,156,302
| +139% | +$63.1M | 0.04% | 481 |
|
|
2016
Q3 | $47.5M | Buy |
1,552,802
+726,305
| +88% | +$22.9M | 0.02% | 879 |
|
|
2016
Q2 | $26.6M | Buy |
826,497
+797,327
| +2,733% | +$23.3M | 0.01% | 1203 |
|
|
2016
Q1 | $835K | Sell |
29,170
-21,437
| -42% | -$588K | ﹤0.01% | 4089 |
|
|
2015
Q4 | $1.37M | Sell |
50,607
-109,789
| -68% | -$2.9M | ﹤0.01% | 3810 |
|
|
2015
Q3 | $3.9M | Sell |
160,396
-689,558
| -81% | -$16.8M | ﹤0.01% | 2868 |
|
|
2015
Q2 | $19.8M | Sell |
849,954
-40,199
| -5% | -$1.01M | 0.01% | 1513 |
|
|
2015
Q1 | $23.8M | Buy |
890,153
+50,879
| +6% | +$1.37M | 0.01% | 1320 |
|
|
2014
Q4 | $21.3M | Buy |
839,274
+773,309
| +1,172% | +$18.5M | 0.01% | 1446 |
|
|
2014
Q3 | $1.43M | Buy |
65,965
+31,662
| +92% | +$738K | ﹤0.01% | 3729 |
|
|
2014
Q2 | $809K | Sell |
34,303
-7,104
| -17% | -$162K | ﹤0.01% | 4226 |
|
|
2014
Q1 | $924K | Sell |
41,407
-17,524
| -30% | -$397K | ﹤0.01% | 4056 |
|
|
2013
Q4 | $1.32M | Sell |
58,931
-17,506
| -23% | -$399K | ﹤0.01% | 3709 |
|
|
2013
Q3 | $1.67M | Sell |
76,437
-22,058
| -22% | -$497K | ﹤0.01% | 3384 |
|
|
2013
Q2 | $2.23M | Buy |
+98,495
| New | +$2.4M | ﹤0.01% | 3069 |
|
Other funds holding EQY
Morgan Stanley's EQY Position: Q1 2017 in Review
Morgan Stanley sold out of Equity One (EQY) in Q1 2017, closing a stake of 3,709,104 shares — an estimated $114M sold.
Morgan Stanley first reported a position in EQY in Q2 2013 and held it in 15 quarters. The position peaked at $114M in Q4 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.
- Morgan Stanley reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
- Morgan Stanley sold 3,709,104 Equity One shares in Q1 2017, an estimated $114M.
- Morgan Stanley first reported a position in Equity One in Q2 2013 and held it in 15 quarters.
- Morgan Stanley's Equity One position peaked at $114M in Q4 2016.
- 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.
Based on Morgan Stanley's 13F filing for Q1 2017, filed 12 May 2017.