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Capital Investment Advisory Services’s Equitable Holdings EQH Stock Holding History

Capital Investment Advisory Services’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-300
Closed -$7K – 762
2019
Q3 		$7K Hold
300
– – ﹤0.01% 1053
2019
Q2 		$7K Buy
+300
New +$6.46K ﹤0.01% 1049

Other funds holding EQH

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Investment Advisory Services's EQH Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Equitable Holdings (EQH) in Q4 2019, closing a stake of 300 shares — an estimated $7K sold.

Capital Investment Advisory Services first reported a position in EQH in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 278 funds tracked by Wall St. Rank hold EQH as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Equitable Holdings position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 300 Equitable Holdings shares in Q4 2019, an estimated $7K.
  • Capital Investment Advisory Services first reported a position in Equitable Holdings in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Equitable Holdings position peaked at $7K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.