WWM
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Willingdon Wealth Management’s Equity Residential EQR Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-9
Closed -$1K – 422
2019
Q3 		$1K Buy
+9
New +$736 ﹤0.01% 403

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Willingdon Wealth Management's EQR Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Equity Residential (EQR) in Q4 2019, closing a stake of 9 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in EQR in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 595 funds tracked by Wall St. Rank hold EQR as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Equity Residential position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 9 Equity Residential shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Equity Residential in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Equity Residential position peaked at $1K in Q3 2019.
  • 595 funds tracked by Wall St. Rank held Equity Residential as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.