NES
EQY

New England Securities’s Equity One EQY Stock Holding History

New England Securities’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
2014
Q4 		$5K Hold
200
– – ﹤0.01% 1297
2014
Q3 		$4K Hold
200
– – ﹤0.01% 1363
2014
Q2 		$5K Hold
200
– – ﹤0.01% 1346
2014
Q1 		$4K Hold
200
– – ﹤0.01% 1368
2013
Q4 		$4K Hold
200
– – ﹤0.01% 1306
2013
Q3 		$4K Hold
200
– – ﹤0.01% 1272
2013
Q2 		$5K Buy
+200
New +$4.87K ﹤0.01% 1073

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Securities's EQY Position: Q4 2014 in Review

New England Securities held its Equity One (EQY) position steady in Q4 2014 at 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

New England Securities first reported a position in EQY in Q2 2013 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold EQY as of Q4 2014.

  • New England Securities held 200 shares of Equity One worth $5K as of Q4 2014.
  • New England Securities left its Equity One share count unchanged in Q4 2014.
  • Equity One made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1297 holding.
  • New England Securities first reported a position in Equity One in Q2 2013 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held Equity One as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.