WFG Advisors’s Equity One EQY Stock Holding History

WFG Advisors’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 Q2	–	Sell	-35	Closed	-$1K	–	1875
2015 Q1	$1K	Hold	35	–	–	﹤0.01%	1716
2014 Q4	$1K	Buy	35 +1	+3%	+$24	﹤0.01%	2037
2014 Q3	$1K	Buy	+34	New	+$792	﹤0.01%	2054

Other funds holding EQY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

WFG Advisors's EQY Position: Q2 2015 in Review

WFG Advisors sold out of Equity One (EQY) in Q2 2015, closing a stake of 35 shares — an estimated $1K sold.

WFG Advisors first reported a position in EQY in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 176 funds tracked by Wall St. Rank hold EQY as of Q2 2015.

WFG Advisors reported no remaining Equity One position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 35 Equity One shares in Q2 2015, an estimated $1K.
WFG Advisors first reported a position in Equity One in Q3 2014 and held it in 3 quarters.
WFG Advisors's Equity One position peaked at $1K in Q1 2015.
176 funds tracked by Wall St. Rank held Equity One as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.