NSIM
EQY

North Star Investment Management’s Equity One EQY Stock Holding History

North Star Investment Management’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
2015
Q1 		– Sell
-165
Closed -$4K – 818
2014
Q4 		$4K Buy
+165
New +$3.94K ﹤0.01% 731

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 $204B AUM 27.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

North Star Investment Management's EQY Position: Q1 2015 in Review

North Star Investment Management sold out of Equity One (EQY) in Q1 2015, closing a stake of 165 shares — an estimated $4K sold.

North Star Investment Management first reported a position in EQY in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 182 funds tracked by Wall St. Rank hold EQY as of Q1 2015.

  • North Star Investment Management reported no remaining Equity One position as of Q1 2015 after selling out during the quarter.
  • North Star Investment Management sold 165 Equity One shares in Q1 2015, an estimated $4K.
  • North Star Investment Management first reported a position in Equity One in Q4 2014 and held it in 1 quarter.
  • North Star Investment Management's Equity One position peaked at $4K in Q4 2014.
  • 182 funds tracked by Wall St. Rank held Equity One as of Q1 2015.

Based on North Star Investment Management's 13F filing for Q1 2015, filed 13 Apr 2015.