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Wealthfront’s EastGroup Properties EGP Stock Holding History

Wealthfront’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-279
Closed -$15K – 497
2015
Q3 		$15K Buy
279
+133
+91% +$7.5K ﹤0.01% 827
2015
Q2 		$8K Buy
146
+110
+306% +$6.38K ﹤0.01% 902
2015
Q1 		$2K Buy
+36
New +$2.26K ﹤0.01% 985

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Wealthfront's EGP Position: Q4 2015 in Review

Wealthfront sold out of EastGroup Properties (EGP) in Q4 2015, closing a stake of 279 shares — an estimated $15K sold.

Wealthfront first reported a position in EGP in Q1 2015 and held it in 3 quarters. The position peaked at $15K in Q3 2015. 207 funds tracked by Wall St. Rank hold EGP as of Q4 2015.

  • Wealthfront reported no remaining EastGroup Properties position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 279 EastGroup Properties shares in Q4 2015, an estimated $15K.
  • Wealthfront first reported a position in EastGroup Properties in Q1 2015 and held it in 3 quarters.
  • Wealthfront's EastGroup Properties position peaked at $15K in Q3 2015.
  • 207 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.