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Robert N. Shapiro’s Equity Residential EQR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$33K Buy
462
+12
+3% +$831 0.01% 522
2014
Q3 		$28K Hold
450
– – 0.01% 575
2014
Q2 		$29K Hold
450
– – 0.01% 547
2014
Q1 		$26K Hold
450
– – ﹤0.01% 552
2013
Q4 		$23K Sell
450
-1,650
-79% -$86.9K ﹤0.01% 577
2013
Q3 		$112K Hold
2,100
– – 0.02% 384
2013
Q2 		$122K Buy
+2,100
New +$121K 0.03% 343

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Robert N. Shapiro's EQR Position: Q4 2014 in Review

Robert N. Shapiro increased its Equity Residential (EQR) stake by 2.7% in Q4 2014, buying an estimated $831 and bringing the position to 462 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #522.

Robert N. Shapiro first reported a position in EQR in Q2 2013 and has held it in 7 quarters since. The position peaked at $122K in Q2 2013. 480 funds tracked by Wall St. Rank hold EQR as of Q4 2014.

  • Robert N. Shapiro held 462 shares of Equity Residential worth $33K as of Q4 2014.
  • Robert N. Shapiro bought 12 Equity Residential shares in Q4 2014, an estimated $831.
  • Equity Residential made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #522 holding.
  • Robert N. Shapiro first reported a position in Equity Residential in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Equity Residential position peaked at $122K in Q2 2013.
  • 480 funds tracked by Wall St. Rank held Equity Residential as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.