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Pinnacle Wealth Management Advisory Group’s Equity Residential EQR Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2015
Q1 		– Sell
-9,320
Closed -$670K – 102
2014
Q4 		$670K Buy
+9,320
New +$645K 0.62% 55

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's EQR Position: Q1 2015 in Review

Pinnacle Wealth Management Advisory Group sold out of Equity Residential (EQR) in Q1 2015, closing a stake of 9,320 shares — an estimated $670K sold.

Pinnacle Wealth Management Advisory Group first reported a position in EQR in Q4 2014 and held it in 1 quarter. The position peaked at $670K in Q4 2014. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2015.

  • Pinnacle Wealth Management Advisory Group reported no remaining Equity Residential position as of Q1 2015 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 9,320 Equity Residential shares in Q1 2015, an estimated $670K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Equity Residential in Q4 2014 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Equity Residential position peaked at $670K in Q4 2014.
  • 501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2015.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2015, filed 5 May 2015.