PRW Wealth Management’s Equity Residential EQR Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-116	Closed	-$9K	–	256
2019 Q1	$9K	Hold	116	–	–	0.01%	294
2018 Q4	$8K	Buy	+116	New	+$7.79K	0.01%	305

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PRW Wealth Management's EQR Position: Q2 2019 in Review

PRW Wealth Management sold out of Equity Residential (EQR) in Q2 2019, closing a stake of 116 shares — an estimated $9K sold.

PRW Wealth Management first reported a position in EQR in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 549 funds tracked by Wall St. Rank hold EQR as of Q2 2019.

PRW Wealth Management reported no remaining Equity Residential position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 116 Equity Residential shares in Q2 2019, an estimated $9K.
PRW Wealth Management first reported a position in Equity Residential in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Equity Residential position peaked at $9K in Q1 2019.
549 funds tracked by Wall St. Rank held Equity Residential as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.