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Taylor Hoffman Wealth Management’s Equity Residential EQR Stock Holding History

Taylor Hoffman 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
2018
Q1 		– Sell
-62
Closed -$4K – 446
2017
Q4 		$4K Buy
+62
New +$4.14K ﹤0.01% 351

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Taylor Hoffman Wealth Management's EQR Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of Equity Residential (EQR) in Q1 2018, closing a stake of 62 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in EQR in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 509 funds tracked by Wall St. Rank hold EQR as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining Equity Residential position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 62 Equity Residential shares in Q1 2018, an estimated $4K.
  • Taylor Hoffman Wealth Management first reported a position in Equity Residential in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Equity Residential position peaked at $4K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held Equity Residential as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.