Windsor Capital Management’s Equity One EQY Stock Holding History

Windsor Capital Management’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 Q4	–	Sell	-5,468	Closed	-$133K	–	528
2015 Q3	$133K	Buy	+5,468	New	+$133K	0.08%	113
2014 Q1	–	Sell	-5,306	Closed	-$119K	–	349
2013 Q4	$119K	Hold	5,306	–	–	0.07%	108
2013 Q3	$116K	Buy	5,306 +23	+0.4%	+$518	0.07%	110
2013 Q2	$120K	Buy	+5,283	New	+$129K	0.07%	95

Other funds holding EQY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SAMC

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

Windsor Capital Management's EQY Position: Q4 2015 in Review

Windsor Capital Management sold out of Equity One (EQY) in Q4 2015, closing a stake of 5,468 shares — an estimated $133K sold.

Windsor Capital Management first reported a position in EQY in Q2 2013 and held it in 4 quarters. The position peaked at $133K in Q3 2015. 185 funds tracked by Wall St. Rank hold EQY as of Q4 2015.

Windsor Capital Management reported no remaining Equity One position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 5,468 Equity One shares in Q4 2015, an estimated $133K.
Windsor Capital Management first reported a position in Equity One in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Equity One position peaked at $133K in Q3 2015.
185 funds tracked by Wall St. Rank held Equity One as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.