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Principle Wealth Partners’s Equity Residential EQR Stock Holding History

Principle 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
Q3 		– Sell
-732
Closed -$43K – 243
2020
Q2 		$43K Buy
+732
New +$45.4K 0.01% 292

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principle Wealth Partners's EQR Position: Q3 2020 in Review

Principle Wealth Partners sold out of Equity Residential (EQR) in Q3 2020, closing a stake of 732 shares — an estimated $43K sold.

Principle Wealth Partners first reported a position in EQR in Q2 2020 and held it in 1 quarter. The position peaked at $43K in Q2 2020. 537 funds tracked by Wall St. Rank hold EQR as of Q3 2020.

  • Principle Wealth Partners reported no remaining Equity Residential position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 732 Equity Residential shares in Q3 2020, an estimated $43K.
  • Principle Wealth Partners first reported a position in Equity Residential in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Equity Residential position peaked at $43K in Q2 2020.
  • 537 funds tracked by Wall St. Rank held Equity Residential as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.