Winifred I. Li’s Equity Residential EQR Stock Holding History

Winifred I. Li’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 Q4	$191K	Buy	2,660 +10	+0.4%	+$692	0.18%	117
2014 Q3	$163K	Hold	2,650	–	–	0.16%	132
2014 Q2	$167K	Hold	2,650	–	–	0.14%	142
2014 Q1	$154K	Hold	2,650	–	–	0.13%	147
2013 Q4	$137K	Hold	2,650	–	–	0.12%	152
2013 Q3	$142K	Hold	2,650	–	–	0.13%	145
2013 Q2	$154K	Buy	+2,650	New	+$152K	0.14%	139

Other funds holding EQR

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Winifred I. Li's EQR Position: Q4 2014 in Review

Winifred I. Li increased its Equity Residential (EQR) stake by 0.38% in Q4 2014, buying an estimated $692 and bringing the position to 2,660 shares worth $191K. The position accounts for 0.18% of the portfolio, ranked #117.

Winifred I. Li first reported a position in EQR in Q2 2013 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold EQR as of Q4 2014.

Winifred I. Li held 2,660 shares of Equity Residential worth $191K as of Q4 2014.
Winifred I. Li bought 10 Equity Residential shares in Q4 2014, an estimated $692.
Equity Residential made up 0.18% of Winifred I. Li's portfolio in Q4 2014, its #117 holding.
Winifred I. Li first reported a position in Equity Residential in Q2 2013 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Equity Residential as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.