WRF
EQY

Waddell & Reed Financial’s Equity One EQY Stock Holding History

Waddell & Reed Financial’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
2013
Q3 		– Sell
-13,828
Closed -$313K – 594
2013
Q2 		$313K Buy
+13,828
New +$337K ﹤0.01% 535

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waddell & Reed Financial's EQY Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Equity One (EQY) in Q3 2013, closing a stake of 13,828 shares — an estimated $313K sold.

Waddell & Reed Financial first reported a position in EQY in Q2 2013 and held it in 1 quarter. The position peaked at $313K in Q2 2013. 171 funds tracked by Wall St. Rank hold EQY as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Equity One position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 13,828 Equity One shares in Q3 2013, an estimated $313K.
  • Waddell & Reed Financial first reported a position in Equity One in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Equity One position peaked at $313K in Q2 2013.
  • 171 funds tracked by Wall St. Rank held Equity One as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.