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Scotia Capital’s Equity Residential EQR Stock Holding History

Scotia Capital’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
Q4 		– Sell
-2,786
Closed -$240K – 752
2019
Q3 		$240K Sell
2,786
-435
-14% -$35.6K ﹤0.01% 646
2019
Q2 		$245K Sell
3,221
-1,710
-35% -$131K ﹤0.01% 640
2019
Q1 		$371K Buy
+4,931
New +$355K ﹤0.01% 549
2018
Q4 		– Sell
-14,606
Closed -$968K – 678
2018
Q3 		$968K Buy
14,606
+295
+2% +$19.5K 0.01% 408
2018
Q2 		$882K Buy
14,311
+41
+0.3% +$2.56K 0.01% 407
2018
Q1 		$879K Hold
14,270
– – 0.01% 420
2017
Q4 		$910K Hold
14,270
– – 0.01% 424
2017
Q3 		$941K Buy
14,270
+670
+5% +$44.8K 0.01% 406
2017
Q2 		$895K Hold
13,600
– – 0.02% 394
2017
Q1 		$846K Hold
13,600
– – 0.01% 423
2016
Q4 		$875K Buy
13,600
+2,700
+25% +$166K 0.01% 464
2016
Q3 		$701K Buy
+10,900
New +$727K 0.01% 493

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scotia Capital's EQR Position: Q4 2019 in Review

Scotia Capital sold out of Equity Residential (EQR) in Q4 2019, closing a stake of 2,786 shares — an estimated $240K sold.

Scotia Capital first reported a position in EQR in Q3 2016 and held it in 12 quarters. The position peaked at $968K in Q3 2018. 595 funds tracked by Wall St. Rank hold EQR as of Q4 2019.

  • Scotia Capital reported no remaining Equity Residential position as of Q4 2019 after selling out during the quarter.
  • Scotia Capital sold 2,786 Equity Residential shares in Q4 2019, an estimated $240K.
  • Scotia Capital first reported a position in Equity Residential in Q3 2016 and held it in 12 quarters.
  • Scotia Capital's Equity Residential position peaked at $968K in Q3 2018.
  • 595 funds tracked by Wall St. Rank held Equity Residential as of Q4 2019.

Based on Scotia Capital's 13F filing for Q4 2019, filed 13 Feb 2020.