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Mountain Capital Investment Advisors’s Equity Residential EQR Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-42
Closed -$3K – 149
2017
Q3 		$3K Hold
42
– – ﹤0.01% 384
2017
Q2 		$3K Buy
+42
New +$2.75K ﹤0.01% 417

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Mountain Capital Investment Advisors's EQR Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Equity Residential (EQR) in Q4 2017, closing a stake of 42 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in EQR in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 539 funds tracked by Wall St. Rank hold EQR as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Equity Residential position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 42 Equity Residential shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Equity Residential in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Equity Residential position peaked at $3K in Q3 2017.
  • 539 funds tracked by Wall St. Rank held Equity Residential as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.