Appleton Partners’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Appleton Partners’s Portfolio EQIN Stock Details EQIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,225	Closed	-$222K	–	295
2019 Q4	$222K	Hold	7,225	–	–	0.02%	280
2019 Q3	$204K	Hold	7,225	–	–	0.02%	273
2019 Q2	$201K	Buy	+7,225	New	+$199K	0.02%	273
2018 Q4	–	Sell	-7,225	Closed	-$219K	–	267
2018 Q3	$219K	Hold	7,225	–	–	0.03%	248
2018 Q2	$211K	Hold	7,225	–	–	0.03%	253
2018 Q1	$210K	Hold	7,225	–	–	0.03%	249
2017 Q4	$214K	Sell	7,225 -1,545	-18%	-$47.8K	0.03%	249
2017 Q3	$264K	Buy	+8,770	New	+$259K	0.04%	212

Other funds holding EQIN

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Appleton Partners's EQIN Position: Q1 2020 in Review

Appleton Partners sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2020, closing a stake of 7,225 shares — an estimated $222K sold.

Appleton Partners first reported a position in EQIN in Q3 2017 and held it in 8 quarters. The position peaked at $264K in Q3 2017. 9 funds tracked by Wall St. Rank hold EQIN as of Q1 2020.

Appleton Partners reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2020 after selling out during the quarter.
Appleton Partners sold 7,225 Columbia U.S. Equity Income ETF shares in Q1 2020, an estimated $222K.
Appleton Partners first reported a position in Columbia U.S. Equity Income ETF in Q3 2017 and held it in 8 quarters.
Appleton Partners's Columbia U.S. Equity Income ETF position peaked at $264K in Q3 2017.
9 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2020.

Based on Appleton Partners's 13F filing for Q1 2020, filed 4 May 2020.