SOAMC
EQY

Spirit of America Management Corp’s Equity One EQY Stock Holding History

Spirit of America Management Corp’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-30,000
Closed -$673K – 293
2013
Q4 		$673K Hold
30,000
– – 0.53% 58
2013
Q3 		$656K Hold
30,000
– – 0.24% 129
2013
Q2 		$679K Buy
+30,000
New +$730K 0.25% 124

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Spirit of America Management Corp's EQY Position: Q1 2014 in Review

Spirit of America Management Corp sold out of Equity One (EQY) in Q1 2014, closing a stake of 30,000 shares — an estimated $673K sold.

Spirit of America Management Corp first reported a position in EQY in Q2 2013 and held it in 3 quarters. The position peaked at $679K in Q2 2013. 177 funds tracked by Wall St. Rank hold EQY as of Q1 2014.

  • Spirit of America Management Corp reported no remaining Equity One position as of Q1 2014 after selling out during the quarter.
  • Spirit of America Management Corp sold 30,000 Equity One shares in Q1 2014, an estimated $673K.
  • Spirit of America Management Corp first reported a position in Equity One in Q2 2013 and held it in 3 quarters.
  • Spirit of America Management Corp's Equity One position peaked at $679K in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Equity One as of Q1 2014.

Based on Spirit of America Management Corp's 13F filing for Q1 2014, filed 15 Apr 2014.