UFF
EQY

USA Financial Formulas’s Equity One EQY Stock Holding History

USA Financial Formulas’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
2015
Q2 		– Sell
-17,588
Closed -$469K – 305
2015
Q1 		$469K Buy
+17,588
New +$473K 0.15% 116

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

USA Financial Formulas's EQY Position: Q2 2015 in Review

USA Financial Formulas sold out of Equity One (EQY) in Q2 2015, closing a stake of 17,588 shares — an estimated $469K sold.

USA Financial Formulas first reported a position in EQY in Q1 2015 and held it in 1 quarter. The position peaked at $469K in Q1 2015. 176 funds tracked by Wall St. Rank hold EQY as of Q2 2015.

  • USA Financial Formulas reported no remaining Equity One position as of Q2 2015 after selling out during the quarter.
  • USA Financial Formulas sold 17,588 Equity One shares in Q2 2015, an estimated $469K.
  • USA Financial Formulas first reported a position in Equity One in Q1 2015 and held it in 1 quarter.
  • USA Financial Formulas's Equity One position peaked at $469K in Q1 2015.
  • 176 funds tracked by Wall St. Rank held Equity One as of Q2 2015.

Based on USA Financial Formulas's 13F filing for Q2 2015, filed 10 Aug 2015.