W
EQY

Wealthfront’s Equity One EQY Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-383
Closed -$9K – 1297
2015
Q3 		$9K Buy
383
+213
+125% +$5.19K ﹤0.01% 1006
2015
Q2 		$4K Buy
170
+75
+79% +$1.88K ﹤0.01% 1115
2015
Q1 		$3K Buy
95
+94
+9,400% +$2.53K ﹤0.01% 963
2014
Q4 		$0 Buy
+1
New +$24 ﹤0.01% 1135

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Wealthfront's EQY Position: Q4 2015 in Review

Wealthfront sold out of Equity One (EQY) in Q4 2015, closing a stake of 383 shares — an estimated $9K sold.

Wealthfront first reported a position in EQY in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 185 funds tracked by Wall St. Rank hold EQY as of Q4 2015.

  • Wealthfront reported no remaining Equity One position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 383 Equity One shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in Equity One in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Equity One position peaked at $9K in Q3 2015.
  • 185 funds tracked by Wall St. Rank held Equity One as of Q4 2015.

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