U
EQY

UBS’s Equity One EQY Stock Holding History

UBS’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
Q3 		$528K Buy
24,424
+5,459
+29% +$127K ﹤0.01% 4215
2014
Q2 		$448K Sell
18,965
-3,378
-15% -$76.9K ﹤0.01% 4326
2014
Q1 		$499K Sell
22,343
-6,190
-22% -$140K ﹤0.01% 4241
2013
Q4 		$640K Buy
28,533
+13,057
+84% +$297K ﹤0.01% 4049
2013
Q3 		$338K Sell
15,476
-23,939
-61% -$539K ﹤0.01% 4575
2013
Q2 		$891K Buy
+39,415
New +$960K ﹤0.01% 3464

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's EQY Position: Q3 2014 in Review

UBS increased its Equity One (EQY) stake by 29% in Q3 2014, buying an estimated $127K and bringing the position to 24,424 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #4215.

UBS first reported a position in EQY in Q2 2013 and has held it in 6 quarters since. The position peaked at $891K in Q2 2013. 183 funds tracked by Wall St. Rank hold EQY as of Q3 2014.

  • UBS held 24,424 shares of Equity One worth $528K as of Q3 2014.
  • UBS bought 5,459 Equity One shares in Q3 2014, an estimated $127K.
  • Equity One made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4215 holding.
  • UBS first reported a position in Equity One in Q2 2013 and has held it in 6 quarters since.
  • UBS's Equity One position peaked at $891K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held Equity One as of Q3 2014.

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