Beaumont Financial Advisors’s Equinix EQIX Stock Holding History

Beaumont Financial 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 Q4	–	Sell	-555	Closed	-$240K	–	202
2018 Q3	$240K	Buy	+555	New	+$243K	0.02%	204

Other funds holding EQIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaumont Financial Advisors's EQIX Position: Q4 2018 in Review

Beaumont Financial Advisors sold out of Equinix (EQIX) in Q4 2018, closing a stake of 555 shares — an estimated $240K sold.

Beaumont Financial Advisors first reported a position in EQIX in Q3 2018 and held it in 1 quarter. The position peaked at $240K in Q3 2018. 667 funds tracked by Wall St. Rank hold EQIX as of Q4 2018.

Beaumont Financial Advisors reported no remaining Equinix position as of Q4 2018 after selling out during the quarter.
Beaumont Financial Advisors sold 555 Equinix shares in Q4 2018, an estimated $240K.
Beaumont Financial Advisors first reported a position in Equinix in Q3 2018 and held it in 1 quarter.
Beaumont Financial Advisors's Equinix position peaked at $240K in Q3 2018.
667 funds tracked by Wall St. Rank held Equinix as of Q4 2018.

Based on Beaumont Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.