Personal Wealth Partners’s Equity Residential EQR Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-26	Closed	-$2K	–	230
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	342
2019 Q3	$2K	Buy	+26	New	+$2.13K	﹤0.01%	351

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

Norges Bank Oslo, Norway $935B AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's EQR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Equity Residential (EQR) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in EQR in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 556 funds tracked by Wall St. Rank hold EQR as of Q1 2020.

Personal Wealth Partners reported no remaining Equity Residential position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 26 Equity Residential shares in Q1 2020, an estimated $2K.
Personal Wealth Partners first reported a position in Equity Residential in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Equity Residential position peaked at $2K in Q4 2019.
556 funds tracked by Wall St. Rank held Equity Residential as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.