American Portfolios Advisors’s Workplace Equality Portfolio EQLT Stock Holding History

American Portfolios Advisors’s Portfolio EQLT Stock Details EQLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-29	Closed	-$1.11K	–	2611
2018 Q3	$1.11K	Hold	29	–	–	﹤0.01%	2289
2018 Q2	$1.06K	Hold	29	–	–	﹤0.01%	2266
2018 Q1	$1.03K	Hold	29	–	–	﹤0.01%	2193
2017 Q4	$1.05K	Buy	+29	New	+$1.03K	﹤0.01%	2140

Other funds holding EQLT

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

American Portfolios Advisors's EQLT Position: Q4 2018 in Review

American Portfolios Advisors sold out of Workplace Equality Portfolio (EQLT) in Q4 2018, closing a stake of 29 shares — an estimated $1.11K sold.

American Portfolios Advisors first reported a position in EQLT in Q4 2017 and held it in 4 quarters. The position peaked at $1.11K in Q3 2018. 16 funds tracked by Wall St. Rank hold EQLT as of Q4 2018.

American Portfolios Advisors reported no remaining Workplace Equality Portfolio position as of Q4 2018 after selling out during the quarter.
American Portfolios Advisors sold 29 Workplace Equality Portfolio shares in Q4 2018, an estimated $1.11K.
American Portfolios Advisors first reported a position in Workplace Equality Portfolio in Q4 2017 and held it in 4 quarters.
American Portfolios Advisors's Workplace Equality Portfolio position peaked at $1.11K in Q3 2018.
16 funds tracked by Wall St. Rank held Workplace Equality Portfolio as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.