Avantax Advisory Services’s Equus Total Return EQS Stock Holding History

Avantax Advisory Services’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,925	Closed	-$14K	–	1053
2020 Q3	$14K	Buy	+11,925	New	+$15.9K	﹤0.01%	1363

Other funds holding EQS

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's EQS Position: Q4 2020 in Review

Avantax Advisory Services sold out of Equus Total Return (EQS) in Q4 2020, closing a stake of 11,925 shares — an estimated $14K sold.

Avantax Advisory Services first reported a position in EQS in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 11 funds tracked by Wall St. Rank hold EQS as of Q4 2020.

Avantax Advisory Services reported no remaining Equus Total Return position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 11,925 Equus Total Return shares in Q4 2020, an estimated $14K.
Avantax Advisory Services first reported a position in Equus Total Return in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's Equus Total Return position peaked at $14K in Q3 2020.
11 funds tracked by Wall St. Rank held Equus Total Return as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.