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Concourse Financial Group Securities’s Equitable Holdings EQH Stock Holding History

Concourse Financial Group Securities’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
2020
Q2 		– Sell
-1,500
Closed -$26.8K – 2124
2020
Q1 		$22K Buy
+1,500
New +$32.8K ﹤0.01% 1199

Other funds holding EQH

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Concourse Financial Group Securities's EQH Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Equitable Holdings (EQH) in Q2 2020, closing a stake of 1,500 shares — an estimated $26.8K sold.

Concourse Financial Group Securities first reported a position in EQH in Q1 2020 and held it in 1 quarter. The position peaked at $22K in Q1 2020. 305 funds tracked by Wall St. Rank hold EQH as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining Equitable Holdings position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,500 Equitable Holdings shares in Q2 2020, an estimated $26.8K.
  • Concourse Financial Group Securities first reported a position in Equitable Holdings in Q1 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's Equitable Holdings position peaked at $22K in Q1 2020.
  • 305 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.