SEI Investments’s Equity One EQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-68,105
Closed -$2.09M 3218
2016
Q4
$2.09M Sell
68,105
-18,710
-22% -$547K 0.01% 1131
2016
Q3
$2.66M Buy
86,815
+28,479
+49% +$899K 0.01% 980
2016
Q2
$1.88M Buy
58,336
+16,526
+40% +$484K 0.01% 1014
2016
Q1
$1.2M Sell
41,810
-10,871
-21% -$298K 0.01% 1109
2015
Q4
$1.43M Buy
52,681
+5,472
+12% +$144K 0.01% 1122
2015
Q3
$1.15M Buy
47,209
+5,190
+12% +$126K 0.01% 1008
2015
Q2
$981K Sell
42,019
-10,383
-20% -$260K 0.01% 984
2015
Q1
$1.4M Sell
52,402
-9,989
-16% -$269K 0.01% 858
2014
Q4
$1.58M Buy
+62,391
New +$1.49M 0.01% 786

Other funds holding EQY

SEI Investments's EQY Position: Q1 2017 in Review

SEI Investments sold out of Equity One (EQY) in Q1 2017, closing a stake of 68,105 shares — an estimated $2.09M sold.

SEI Investments first reported a position in EQY in Q4 2014 and held it in 9 quarters. The position peaked at $2.66M in Q3 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • SEI Investments reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • SEI Investments sold 68,105 Equity One shares in Q1 2017, an estimated $2.09M.
  • SEI Investments first reported a position in Equity One in Q4 2014 and held it in 9 quarters.
  • SEI Investments's Equity One position peaked at $2.66M in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on SEI Investments's 13F filing for Q1 2017, filed 5 May 2017.