Valley National Advisers’s Equity One EQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-666
Closed -$20K 708
2016
Q4
$20K Buy
+666
New +$19.5K 0.01% 328

Other funds holding EQY

Valley National Advisers's EQY Position: Q1 2017 in Review

Valley National Advisers sold out of Equity One (EQY) in Q1 2017, closing a stake of 666 shares — an estimated $20K sold.

Valley National Advisers first reported a position in EQY in Q4 2016 and held it in 1 quarter. The position peaked at $20K in Q4 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Valley National Advisers reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Valley National Advisers sold 666 Equity One shares in Q1 2017, an estimated $20K.
  • Valley National Advisers first reported a position in Equity One in Q4 2016 and held it in 1 quarter.
  • Valley National Advisers's Equity One position peaked at $20K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Valley National Advisers's 13F filing for Q1 2017, filed 12 May 2017.