UBS’s Equity Residential EQR Stock Holding History

UBS’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
2014 Q3	$166K	Buy	2,700 +2,000	+286%	+$129K	﹤0.01%	5389
2014 Q2	$44K	Sell	700 -2,000	-74%	-$121K	﹤0.01%	7031
2014 Q1	$157K	Sell	2,700 -1,400	-34%	-$79K	﹤0.01%	5466
2013 Q4	$213K	Sell	4,100 -100	-2%	-$5.27K	﹤0.01%	5226
2013 Q3	$225K	Buy	4,200 +600	+17%	+$33.1K	﹤0.01%	5042
2013 Q2	$209K	Buy	+3,600	New	+$207K	﹤0.01%	5043

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BIT

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

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

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

CIMLRA

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

UBS's EQR Position: Q3 2014 in Review

UBS increased its Equity Residential (EQR) stake by 14% in Q3 2014, buying an estimated $2.22M and bringing the position to 287,266 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #1038.

UBS first reported a position in EQR in Q2 2013 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold EQR as of Q3 2014.

UBS held 287,266 shares of Equity Residential worth $17.7M as of Q3 2014.
UBS bought 34,400 Equity Residential shares in Q3 2014, an estimated $2.22M.
Equity Residential made up 0.01% of UBS's portfolio in Q3 2014, its #1038 holding.
UBS first reported a position in Equity Residential in Q2 2013 and has held it in 6 quarters since.
452 funds tracked by Wall St. Rank held Equity Residential as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.