WCBA
EQY

Weaver C. Barksdale & Associates’s Equity One EQY Stock Holding History

Weaver C. Barksdale & Associates’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
-71
Closed -$2K – 550
2016
Q4 		$2K Buy
71
+9
+15% +$263 ﹤0.01% 493
2016
Q3 		$2K Buy
62
+5
+9% +$158 ﹤0.01% 492
2016
Q2 		$2K Hold
57
– – ﹤0.01% 480
2016
Q1 		$2K Hold
57
– – ﹤0.01% 502
2015
Q4 		$2K Sell
57
-13
-19% -$343 ﹤0.01% 498
2015
Q3 		$2K Hold
70
– – ﹤0.01% 502
2015
Q2 		$2K Buy
70
+10
+17% +$251 ﹤0.01% 503
2015
Q1 		$2K Hold
60
– – ﹤0.01% 512
2014
Q4 		$2K Sell
60
-11
-15% -$263 ﹤0.01% 509
2014
Q3 		$2K Buy
71
+5
+8% +$116 ﹤0.01% 506
2014
Q2 		$2K Hold
66
– – ﹤0.01% 511
2014
Q1 		$1K Hold
66
– – ﹤0.01% 542
2013
Q4 		$1K Hold
66
– – ﹤0.01% 547
2013
Q3 		$1K Buy
66
+5
+8% +$113 ﹤0.01% 547
2013
Q2 		$1K Buy
+61
New +$1.49K ﹤0.01% 543

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return

Weaver C. Barksdale & Associates's EQY Position: Q1 2017 in Review

Weaver C. Barksdale & Associates sold out of Equity One (EQY) in Q1 2017, closing a stake of 71 shares — an estimated $2K sold.

Weaver C. Barksdale & Associates first reported a position in EQY in Q2 2013 and held it in 15 quarters. The position peaked at $2K in Q4 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Weaver C. Barksdale & Associates reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 71 Equity One shares in Q1 2017, an estimated $2K.
  • Weaver C. Barksdale & Associates first reported a position in Equity One in Q2 2013 and held it in 15 quarters.
  • Weaver C. Barksdale & Associates's Equity One position peaked at $2K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2017, filed 7 Apr 2017.