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Rational Advisors’s EastGroup Properties EGP Stock Holding History

Rational Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$127K Sell
2,200
-2,500
-53% -$152K 0.01% 568
2013
Q3 		$278K Sell
4,700
-30,500
-87% -$1.81M 0.02% 469
2013
Q2 		$1.98M Buy
+35,200
New +$2.13M 0.17% 203

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Rational Advisors's EGP Position: Q4 2013 in Review

Rational Advisors reduced its EastGroup Properties (EGP) stake by 53% in Q4 2013, selling an estimated $152K and leaving 2,200 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #568.

Rational Advisors first reported a position in EGP in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.98M in Q2 2013. 189 funds tracked by Wall St. Rank hold EGP as of Q4 2013.

  • Rational Advisors held 2,200 shares of EastGroup Properties worth $127K as of Q4 2013.
  • Rational Advisors sold 2,500 EastGroup Properties shares in Q4 2013, an estimated $152K.
  • EastGroup Properties made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #568 holding.
  • Rational Advisors first reported a position in EastGroup Properties in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's EastGroup Properties position peaked at $1.98M in Q2 2013.
  • 189 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.