PI
EQY

Placemark Investments’s Equity One EQY Stock Holding History

Placemark Investments’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
2014
Q4 		$351K Buy
13,828
+65
+0.5% +$1.55K 0.01% 1328
2014
Q3 		$299K Buy
13,763
+817
+6% +$19K 0.01% 1403
2014
Q2 		$305K Sell
12,946
-244
-2% -$5.55K 0.01% 1379
2014
Q1 		$295K Buy
13,190
+1,393
+12% +$31.5K 0.01% 1349
2013
Q4 		$265K Buy
+11,797
New +$269K ﹤0.01% 1410

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 $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Placemark Investments's EQY Position: Q4 2014 in Review

Placemark Investments increased its Equity One (EQY) stake by 0.47% in Q4 2014, buying an estimated $1.55K and bringing the position to 13,828 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #1328.

Placemark Investments first reported a position in EQY in Q4 2013 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold EQY as of Q4 2014.

  • Placemark Investments held 13,828 shares of Equity One worth $351K as of Q4 2014.
  • Placemark Investments bought 65 Equity One shares in Q4 2014, an estimated $1.55K.
  • Equity One made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1328 holding.
  • Placemark Investments first reported a position in Equity One in Q4 2013 and has held it in 5 quarters since.
  • 177 funds tracked by Wall St. Rank held Equity One as of Q4 2014.

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