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Wealthcare Capital Management’s Equity Residential EQR Stock Holding History

Wealthcare Capital Management’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
2020
Q1 		– Sell
-45
Closed -$4K – 378
2019
Q4 		$4K Buy
+45
New +$3.83K ﹤0.01% 291
2015
Q2 		– Sell
-15
Closed -$1K – 536
2015
Q1 		$1K Buy
+15
New +$1.17K ﹤0.01% 859

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's EQR Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Equity Residential (EQR) in Q1 2020, closing a stake of 45 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in EQR in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 556 funds tracked by Wall St. Rank hold EQR as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Equity Residential position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 45 Equity Residential shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Equity Residential in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Equity Residential position peaked at $4K in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Equity Residential as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.