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Avondale Wealth Management’s Equity Bancshares EQBK Stock Holding History

Avondale Wealth Management’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-693
Closed -$27K – 98
2018
Q1 		$27K Buy
+693
New +$25.7K 0.02% 55

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Wellington Management Group
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avondale Wealth Management's EQBK Position: Q2 2018 in Review

Avondale Wealth Management sold out of Equity Bancshares (EQBK) in Q2 2018, closing a stake of 693 shares — an estimated $27K sold.

Avondale Wealth Management first reported a position in EQBK in Q1 2018 and held it in 1 quarter. The position peaked at $27K in Q1 2018. 86 funds tracked by Wall St. Rank hold EQBK as of Q2 2018.

  • Avondale Wealth Management reported no remaining Equity Bancshares position as of Q2 2018 after selling out during the quarter.
  • Avondale Wealth Management sold 693 Equity Bancshares shares in Q2 2018, an estimated $27K.
  • Avondale Wealth Management first reported a position in Equity Bancshares in Q1 2018 and held it in 1 quarter.
  • Avondale Wealth Management's Equity Bancshares position peaked at $27K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2018.

Based on Avondale Wealth Management's 13F filing for Q2 2018, filed 6 Jul 2018.