Rational Advisors’s Equity One EQY Stock Holding History

Rational Advisors’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
2016 Q2	–	Sell	-13,250	Closed	-$380K	–	313
2016 Q1	$380K	Buy	+13,250	New	+$364K	0.25%	112
2015 Q3	$1.16M	Hold	47,500	–	–	0.47%	84
2015 Q2	$1.11M	Sell	47,500 -29,000	-38%	-$727K	0.36%	96
2015 Q1	$2.04M	Sell	76,500 -76,500	-50%	-$2.06M	0.49%	71
2014 Q4	$3.88M	Buy	+153,000	New	+$3.66M	0.77%	37
2013 Q4	$2.21M	Hold	98,500	–	–	0.19%	170
2013 Q3	$2.15M	Hold	98,500	–	–	0.16%	198
2013 Q2	$2.23M	Buy	+98,500	New	+$2.4M	0.19%	187

Other funds holding EQY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rational Advisors's EQY Position: Q2 2016 in Review

Rational Advisors sold out of Equity One (EQY) in Q2 2016, closing a stake of 13,250 shares — an estimated $380K sold.

Rational Advisors first reported a position in EQY in Q2 2013 and held it in 8 quarters. The position peaked at $3.88M in Q4 2014. 204 funds tracked by Wall St. Rank hold EQY as of Q2 2016.

Rational Advisors reported no remaining Equity One position as of Q2 2016 after selling out during the quarter.
Rational Advisors sold 13,250 Equity One shares in Q2 2016, an estimated $380K.
Rational Advisors first reported a position in Equity One in Q2 2013 and held it in 8 quarters.
Rational Advisors's Equity One position peaked at $3.88M in Q4 2014.
204 funds tracked by Wall St. Rank held Equity One as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.