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Wharton Business Group’s Equity Residential EQR Stock Holding History

Wharton Business Group’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
2014
Q2 		– Sell
-4,325
Closed -$251K – 147
2014
Q1 		$251K Buy
+4,325
New +$244K 0.02% 137

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Wharton Business Group's EQR Position: Q2 2014 in Review

Wharton Business Group sold out of Equity Residential (EQR) in Q2 2014, closing a stake of 4,325 shares — an estimated $251K sold.

Wharton Business Group first reported a position in EQR in Q1 2014 and held it in 1 quarter. The position peaked at $251K in Q1 2014. 436 funds tracked by Wall St. Rank hold EQR as of Q2 2014.

  • Wharton Business Group reported no remaining Equity Residential position as of Q2 2014 after selling out during the quarter.
  • Wharton Business Group sold 4,325 Equity Residential shares in Q2 2014, an estimated $251K.
  • Wharton Business Group first reported a position in Equity Residential in Q1 2014 and held it in 1 quarter.
  • Wharton Business Group's Equity Residential position peaked at $251K in Q1 2014.
  • 436 funds tracked by Wall St. Rank held Equity Residential as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.