WCM
EQY

Winton Capital Management’s Equity One EQY Stock Holding History

Winton 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
2014
Q1 		$296K Sell
13,242
-19,416
-59% -$439K ﹤0.01% 626
2013
Q4 		$733K Sell
32,658
-33,725
-51% -$768K 0.01% 573
2013
Q3 		$1.45M Buy
66,383
+1,014
+2% +$22.8K 0.02% 467
2013
Q2 		$1.48M Buy
+65,369
New +$1.59M 0.02% 438

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Winton Capital Management's EQY Position: Q1 2014 in Review

Winton Capital Management reduced its Equity One (EQY) stake by 59% in Q1 2014, selling an estimated $439K and leaving 13,242 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Winton Capital Management first reported a position in EQY in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.48M in Q2 2013. 177 funds tracked by Wall St. Rank hold EQY as of Q1 2014.

  • Winton Capital Management held 13,242 shares of Equity One worth $296K as of Q1 2014.
  • Winton Capital Management sold 19,416 Equity One shares in Q1 2014, an estimated $439K.
  • Equity One made up ﹤0.01% of Winton Capital Management's portfolio in Q1 2014, its #626 holding.
  • Winton Capital Management first reported a position in Equity One in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Equity One position peaked at $1.48M in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Equity One as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.