EWM
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Executive Wealth Management’s Equinor EQNR Stock Holding History

Executive Wealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-505
Closed -$10K – 335
2019
Q2 		$10K Buy
505
+5
+1% +$106 ﹤0.01% 611
2019
Q1 		$11K Hold
500
– – ﹤0.01% 528
2018
Q4 		$11K Buy
+500
New +$12.3K ﹤0.01% 539

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Executive Wealth Management's EQNR Position: Q3 2019 in Review

Executive Wealth Management sold out of Equinor (EQNR) in Q3 2019, closing a stake of 505 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in EQNR in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 207 funds tracked by Wall St. Rank hold EQNR as of Q3 2019.

  • Executive Wealth Management reported no remaining Equinor position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 505 Equinor shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Equinor in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Equinor position peaked at $11K in Q1 2019.
  • 207 funds tracked by Wall St. Rank held Equinor as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.