US Financial Advisors’s Equity Residential EQR Stock Holding History

US Financial Advisors’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
2016 Q1	–	Sell	-21	Closed	-$2K	–	514
2015 Q4	$2K	Hold	21	–	–	﹤0.01%	454
2015 Q3	$2K	Hold	21	–	–	﹤0.01%	392
2015 Q2	$1K	Hold	21	–	–	﹤0.01%	443
2015 Q1	$2K	Hold	21	–	–	﹤0.01%	350
2014 Q4	$2K	Buy	+21	New	+$1.45K	﹤0.01%	322

Other funds holding EQR

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BIT

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

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

CIMLRA

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

AAMU

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

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

US Financial Advisors's EQR Position: Q1 2016 in Review

US Financial Advisors sold out of Equity Residential (EQR) in Q1 2016, closing a stake of 21 shares — an estimated $2K sold.

US Financial Advisors first reported a position in EQR in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q4 2015. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2016.

US Financial Advisors reported no remaining Equity Residential position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 21 Equity Residential shares in Q1 2016, an estimated $2K.
US Financial Advisors first reported a position in Equity Residential in Q4 2014 and held it in 5 quarters.
US Financial Advisors's Equity Residential position peaked at $2K in Q4 2015.
501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.