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Avantax Planning Partners’s Equinix EQIX Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-25
Closed -$11K – 545
2018
Q3 		$11K Buy
+25
New +$10.9K ﹤0.01% 851
2018
Q2 		– Sell
-40
Closed -$17K – 586
2018
Q1 		$17K Buy
+40
New +$16.8K ﹤0.01% 835

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's EQIX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Equinix (EQIX) in Q4 2018, closing a stake of 25 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in EQIX in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 667 funds tracked by Wall St. Rank hold EQIX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Equinix position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 25 Equinix shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Equinix in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Equinix position peaked at $17K in Q1 2018.
  • 667 funds tracked by Wall St. Rank held Equinix as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.