Bank of America’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Bank of America’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 Q4	–	Sell	-6,640	Closed	-$168K	–	7414
2020 Q3	$168K	Hold	6,640	–	–	﹤0.01%	5397
2020 Q2	$163K	Hold	6,640	–	–	﹤0.01%	5384
2020 Q1	$138K	Hold	6,640	–	–	﹤0.01%	5327
2019 Q4	$204K	Hold	6,640	–	–	﹤0.01%	5631
2019 Q3	$187K	Hold	6,640	–	–	﹤0.01%	5709
2019 Q2	$184K	Sell	6,640 -1,043	-14%	-$28.7K	﹤0.01%	5683
2019 Q1	$209K	Buy	7,683 +141	+2%	+$3.75K	﹤0.01%	5506
2018 Q4	$182K	Buy	7,542 +152	+2%	+$4.21K	﹤0.01%	5581
2018 Q3	$224K	Buy	7,390 +60	+0.8%	+$1.81K	﹤0.01%	5434
2018 Q2	$215K	Sell	7,330 -12	-0.2%	-$355	﹤0.01%	5371
2018 Q1	$214K	Buy	7,342 +702	+11%	+$21.1K	﹤0.01%	5337
2017 Q4	$196K	Hold	6,640	–	–	﹤0.01%	5423
2017 Q3	$200K	Hold	6,640	–	–	﹤0.01%	5389
2017 Q2	$194K	Hold	6,640	–	–	﹤0.01%	5322
2017 Q1	$193K	Hold	6,640	–	–	﹤0.01%	5331
2016 Q4	$183K	Hold	6,640	–	–	﹤0.01%	5361
2016 Q3	$174K	Buy	+6,640	New	+$172K	﹤0.01%	5192

Other funds holding EQIN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

TIAM2

Tru Independence Asset Management 2 Portland, Oregon $163M AUM 18.06% 1-Year Est. Return

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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Bank of America's EQIN Position: Q4 2020 in Review

Bank of America sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2020, closing a stake of 6,640 shares — an estimated $168K sold.

Bank of America first reported a position in EQIN in Q3 2016 and held it in 17 quarters. The position peaked at $224K in Q3 2018. 14 funds tracked by Wall St. Rank hold EQIN as of Q4 2020.

Bank of America reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2020 after selling out during the quarter.
Bank of America sold 6,640 Columbia U.S. Equity Income ETF shares in Q4 2020, an estimated $168K.
Bank of America first reported a position in Columbia U.S. Equity Income ETF in Q3 2016 and held it in 17 quarters.
Bank of America's Columbia U.S. Equity Income ETF position peaked at $224K in Q3 2018.
14 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2020.

Based on Bank of America's 13F filing for Q4 2020, filed 10 Feb 2021.