Stratton Management’s Equity One EQY Stock Holding History

Stratton Management’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 Q2	–	Sell	-50,000	Closed	-$1.12M	–	349
2014 Q1	$1.12M	Hold	50,000	–	–	0.05%	245
2013 Q4	$1.12M	Hold	50,000	–	–	0.05%	240
2013 Q3	$1.09M	Hold	50,000	–	–	0.06%	243
2013 Q2	$1.13M	Buy	+50,000	New	+$1.22M	0.07%	221

Other funds holding EQY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Stratton Management's EQY Position: Q2 2014 in Review

Stratton Management sold out of Equity One (EQY) in Q2 2014, closing a stake of 50,000 shares — an estimated $1.12M sold.

Stratton Management first reported a position in EQY in Q2 2013 and held it in 4 quarters. The position peaked at $1.13M in Q2 2013. 170 funds tracked by Wall St. Rank hold EQY as of Q2 2014.

Stratton Management reported no remaining Equity One position as of Q2 2014 after selling out during the quarter.
Stratton Management sold 50,000 Equity One shares in Q2 2014, an estimated $1.12M.
Stratton Management first reported a position in Equity One in Q2 2013 and held it in 4 quarters.
Stratton Management's Equity One position peaked at $1.13M in Q2 2013.
170 funds tracked by Wall St. Rank held Equity One as of Q2 2014.

Based on Stratton Management's 13F filing for Q2 2014, filed 12 Aug 2014.