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Wealthfront’s Equity Residential EQR Stock Holding History

Wealthfront’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
2018
Q3 		$264K Buy
3,986
+182
+5% +$12K ﹤0.01% 462
2018
Q2 		$242K Buy
+3,804
New +$237K ﹤0.01% 462
2018
Q1 		– Sell
-9,084
Closed -$579K – 509
2017
Q4 		$579K Sell
9,084
-1,733
-16% -$116K 0.01% 330
2017
Q3 		$713K Buy
10,817
+3,775
+54% +$253K 0.01% 261
2017
Q2 		$464K Buy
7,042
+3,664
+108% +$239K 0.01% 286
2017
Q1 		$210K Sell
3,378
-162
-5% -$10.1K ﹤0.01% 418
2016
Q4 		$228K Buy
+3,540
New +$217K 0.01% 353
2016
Q1 		– Sell
-4,449
Closed -$363K – 341
2015
Q4 		$363K Buy
4,449
+464
+12% +$36.6K 0.01% 185
2015
Q3 		$299K Buy
3,985
+601
+18% +$44.2K 0.01% 201
2015
Q2 		$237K Sell
3,384
-213
-6% -$15.8K 0.01% 228
2015
Q1 		$280K Buy
3,597
+569
+19% +$44.4K 0.01% 174
2014
Q4 		$218K Buy
3,028
+1,232
+69% +$85.3K 0.01% 193
2014
Q3 		$111K Buy
1,796
+164
+10% +$10.6K 0.01% 269
2014
Q2 		$103K Buy
1,632
+748
+85% +$45.4K 0.01% 214
2014
Q1 		$52K Buy
+884
New +$49.9K 0.01% 255

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wealthfront's EQR Position: Q3 2018 in Review

Wealthfront increased its Equity Residential (EQR) stake by 4.8% in Q3 2018, buying an estimated $12K and bringing the position to 3,986 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Wealthfront first reported a position in EQR in Q1 2014 and has held it in 15 quarters since. The position peaked at $713K in Q3 2017. 528 funds tracked by Wall St. Rank hold EQR as of Q3 2018.

  • Wealthfront held 3,986 shares of Equity Residential worth $264K as of Q3 2018.
  • Wealthfront bought 182 Equity Residential shares in Q3 2018, an estimated $12K.
  • Equity Residential made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #462 holding.
  • Wealthfront first reported a position in Equity Residential in Q1 2014 and has held it in 15 quarters since.
  • Wealthfront's Equity Residential position peaked at $713K in Q3 2017.
  • 528 funds tracked by Wall St. Rank held Equity Residential as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.