Apriem Advisors’s Equinix EQIX Stock Holding History

Apriem Advisors’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-54	Closed	-$23K	–	206
2018 Q2	$23K	Buy	+54	New	+$21.8K	0.01%	331
2014 Q3	–	Sell	-50	Closed	-$11K	–	541
2014 Q2	$11K	Hold	50	–	–	﹤0.01%	330
2014 Q1	$9K	Hold	50	–	–	﹤0.01%	363
2013 Q4	$9K	Hold	50	–	–	﹤0.01%	367
2013 Q3	$9K	Buy	50 +22	+79%	+$3.98K	﹤0.01%	360
2013 Q2	$5K	Buy	+28	New	+$5.82K	﹤0.01%	382

Other funds holding EQIX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apriem Advisors's EQIX Position: Q3 2018 in Review

Apriem Advisors sold out of Equinix (EQIX) in Q3 2018, closing a stake of 54 shares — an estimated $23K sold.

Apriem Advisors first reported a position in EQIX in Q2 2013 and held it in 6 quarters. The position peaked at $23K in Q2 2018. 632 funds tracked by Wall St. Rank hold EQIX as of Q3 2018.

Apriem Advisors reported no remaining Equinix position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 54 Equinix shares in Q3 2018, an estimated $23K.
Apriem Advisors first reported a position in Equinix in Q2 2013 and held it in 6 quarters.
Apriem Advisors's Equinix position peaked at $23K in Q2 2018.
632 funds tracked by Wall St. Rank held Equinix as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.