UCFA
EQY

United Capital Financial Advisors’s Equity One EQY Stock Holding History

United Capital Financial Advisors’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
2016
Q1 		– Sell
-18,149
Closed -$493K – 1313
2015
Q4 		$493K Buy
18,149
+2,828
+18% +$74.6K 0.01% 892
2015
Q3 		$373K Buy
+15,321
New +$373K ﹤0.01% 988

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's EQY Position: Q1 2016 in Review

United Capital Financial Advisors sold out of Equity One (EQY) in Q1 2016, closing a stake of 18,149 shares — an estimated $493K sold.

United Capital Financial Advisors first reported a position in EQY in Q3 2015 and held it in 2 quarters. The position peaked at $493K in Q4 2015. 200 funds tracked by Wall St. Rank hold EQY as of Q1 2016.

  • United Capital Financial Advisors reported no remaining Equity One position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,149 Equity One shares in Q1 2016, an estimated $493K.
  • United Capital Financial Advisors first reported a position in Equity One in Q3 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's Equity One position peaked at $493K in Q4 2015.
  • 200 funds tracked by Wall St. Rank held Equity One as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.