Smith & Howard Wealth Management’s Equity Residential EQR Stock Holding History

Smith & Howard Wealth Management’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
2015 Q3	–	Sell	-3,060	Closed	-$215K	–	66
2015 Q2	$215K	Hold	3,060	–	–	0.09%	79
2015 Q1	$238K	Buy	+3,060	New	+$239K	0.1%	67

Other funds holding EQR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith & Howard Wealth Management's EQR Position: Q3 2015 in Review

Smith & Howard Wealth Management sold out of Equity Residential (EQR) in Q3 2015, closing a stake of 3,060 shares — an estimated $215K sold.

Smith & Howard Wealth Management first reported a position in EQR in Q1 2015 and held it in 2 quarters. The position peaked at $238K in Q1 2015. 484 funds tracked by Wall St. Rank hold EQR as of Q3 2015.

Smith & Howard Wealth Management reported no remaining Equity Residential position as of Q3 2015 after selling out during the quarter.
Smith & Howard Wealth Management sold 3,060 Equity Residential shares in Q3 2015, an estimated $215K.
Smith & Howard Wealth Management first reported a position in Equity Residential in Q1 2015 and held it in 2 quarters.
Smith & Howard Wealth Management's Equity Residential position peaked at $238K in Q1 2015.
484 funds tracked by Wall St. Rank held Equity Residential as of Q3 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.