WAM
EQY

Wealthspire Advisors (Maryland)’s Equity One EQY Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-113
Closed -$3K – 2101
2016
Q4 		$3K Hold
113
– – ﹤0.01% 1522
2016
Q3 		$3K Hold
113
– – ﹤0.01% 1521
2016
Q2 		$4K Hold
113
– – ﹤0.01% 1409
2016
Q1 		$3K Hold
113
– – ﹤0.01% 1497
2015
Q4 		$3K Buy
+113
New +$2.98K ﹤0.01% 1498

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EQY Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Equity One (EQY) in Q1 2017, closing a stake of 113 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in EQY in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 113 Equity One shares in Q1 2017, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Equity One in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Equity One position peaked at $4K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.