Omnia Family Wealth’s Equity Residential EQR Stock Holding History

Omnia Family Wealth’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	-37	Closed	-$2K	–	736
2016 Q4	$2K	Buy	+37	New	+$2.27K	﹤0.01%	583

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Omnia Family Wealth's EQR Position: Q1 2017 in Review

Omnia Family Wealth sold out of Equity Residential (EQR) in Q1 2017, closing a stake of 37 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in EQR in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 500 funds tracked by Wall St. Rank hold EQR as of Q1 2017.

Omnia Family Wealth reported no remaining Equity Residential position as of Q1 2017 after selling out during the quarter.
Omnia Family Wealth sold 37 Equity Residential shares in Q1 2017, an estimated $2K.
Omnia Family Wealth first reported a position in Equity Residential in Q4 2016 and held it in 1 quarter.
Omnia Family Wealth's Equity Residential position peaked at $2K in Q4 2016.
500 funds tracked by Wall St. Rank held Equity Residential as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.