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Regal Investment Advisors’s Equity Residential EQR Stock Holding History

Regal Investment Advisors’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
2013
Q3 		– Sell
-105
Closed -$6K – 892
2013
Q2 		$6K Buy
+105
New +$6.03K ﹤0.01% 666

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LBH
Lehman Brothers Holdings New York $794K AUM 28.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Regal Investment Advisors's EQR Position: Q3 2013 in Review

Regal Investment Advisors sold out of Equity Residential (EQR) in Q3 2013, closing a stake of 105 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in EQR in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 405 funds tracked by Wall St. Rank hold EQR as of Q3 2013.

  • Regal Investment Advisors reported no remaining Equity Residential position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 105 Equity Residential shares in Q3 2013, an estimated $6K.
  • Regal Investment Advisors first reported a position in Equity Residential in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Equity Residential position peaked at $6K in Q2 2013.
  • 405 funds tracked by Wall St. Rank held Equity Residential as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.