West Oak Capital’s Equity Residential EQR Stock Holding History

West Oak Capital’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 Q1	–	Sell	-3,690	Closed	-$235K	–	351
2017 Q4	$235K	Buy	+3,690	New	+$246K	0.14%	108

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Oak Capital's EQR Position: Q1 2018 in Review

West Oak Capital sold out of Equity Residential (EQR) in Q1 2018, closing a stake of 3,690 shares — an estimated $235K sold.

West Oak Capital first reported a position in EQR in Q4 2017 and held it in 1 quarter. The position peaked at $235K in Q4 2017. 510 funds tracked by Wall St. Rank hold EQR as of Q1 2018.

West Oak Capital reported no remaining Equity Residential position as of Q1 2018 after selling out during the quarter.
West Oak Capital sold 3,690 Equity Residential shares in Q1 2018, an estimated $235K.
West Oak Capital first reported a position in Equity Residential in Q4 2017 and held it in 1 quarter.
West Oak Capital's Equity Residential position peaked at $235K in Q4 2017.
510 funds tracked by Wall St. Rank held Equity Residential as of Q1 2018.

Based on West Oak Capital's 13F filing for Q1 2018, filed 5 Apr 2018.