Constellation Wealth Advisors’s Equinix EQIX Stock Holding History

Constellation Wealth 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
2015 Q3	–	Sell	-12,168	Closed	-$3.09M	–	107
2015 Q2	$3.09M	Sell	12,168 -367	-3%	-$93.6K	0.26%	71
2015 Q1	$2.92M	Sell	12,535 -26	-0.2%	-$5.89K	0.26%	75
2014 Q4	$2.85M	Buy	12,561 +399	+3%	+$86.3K	0.24%	70
2014 Q3	$2.58M	Buy	12,162 +148	+1%	+$31.8K	0.24%	70
2014 Q2	$2.52M	Buy	12,014 +3,618	+43%	+$697K	0.28%	75
2014 Q1	$1.55M	Buy	8,396 +67	+0.8%	+$12.4K	0.15%	114
2013 Q4	$1.48M	Sell	8,329 -4,600	-36%	-$765K	0.14%	125
2013 Q3	$2.37M	Buy	12,929 +5,097	+65%	+$923K	0.27%	92
2013 Q2	$1.45M	Buy	+7,832	New	+$1.63M	0.17%	109

Other funds holding EQIX

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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Constellation Wealth Advisors's EQIX Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Equinix (EQIX) in Q3 2015, closing a stake of 12,168 shares — an estimated $3.09M sold.

Constellation Wealth Advisors first reported a position in EQIX in Q2 2013 and held it in 9 quarters. The position peaked at $3.09M in Q2 2015. 422 funds tracked by Wall St. Rank hold EQIX as of Q3 2015.

Constellation Wealth Advisors reported no remaining Equinix position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 12,168 Equinix shares in Q3 2015, an estimated $3.09M.
Constellation Wealth Advisors first reported a position in Equinix in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's Equinix position peaked at $3.09M in Q2 2015.
422 funds tracked by Wall St. Rank held Equinix as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.