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Placemark Investments’s Equity Residential EQR Stock Holding History

Placemark Investments’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
2014
Q4 		$2.69M Buy
37,383
+5,574
+18% +$386K 0.05% 471
2014
Q3 		$1.96M Buy
31,809
+2,516
+9% +$163K 0.04% 560
2014
Q2 		$1.84M Sell
29,293
-12,784
-30% -$776K 0.03% 597
2014
Q1 		$2.44M Buy
42,077
+9,662
+30% +$545K 0.05% 461
2013
Q4 		$1.68M Buy
32,415
+9,570
+42% +$504K 0.03% 626
2013
Q3 		$1.22M Buy
22,845
+5,042
+28% +$278K 0.02% 703
2013
Q2 		$1.03M Buy
+17,803
New +$1.02M 0.02% 738

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Placemark Investments's EQR Position: Q4 2014 in Review

Placemark Investments increased its Equity Residential (EQR) stake by 18% in Q4 2014, buying an estimated $386K and bringing the position to 37,383 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #471.

Placemark Investments first reported a position in EQR in Q2 2013 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold EQR as of Q4 2014.

  • Placemark Investments held 37,383 shares of Equity Residential worth $2.69M as of Q4 2014.
  • Placemark Investments bought 5,574 Equity Residential shares in Q4 2014, an estimated $386K.
  • Equity Residential made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #471 holding.
  • Placemark Investments first reported a position in Equity Residential in Q2 2013 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held Equity Residential as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.