Gendell Jeffrey L’s Equus Total Return EQS Stock Holding History

Gendell Jeffrey L’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-99,830	Closed	-$243K	–	79
2017 Q3	$243K	Sell	99,830 -48,788	-33%	-$114K	0.02%	75
2017 Q2	$351K	Buy	+148,618	New	+$379K	0.03%	74

Other funds holding EQS

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Kazazian Asset Management Fort Lauderdale, Florida $91.5M AUM 35.36% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Gendell Jeffrey L's EQS Position: Q4 2017 in Review

Gendell Jeffrey L sold out of Equus Total Return (EQS) in Q4 2017, closing a stake of 99,830 shares — an estimated $243K sold.

Gendell Jeffrey L first reported a position in EQS in Q2 2017 and held it in 2 quarters. The position peaked at $351K in Q2 2017. 16 funds tracked by Wall St. Rank hold EQS as of Q4 2017.

Gendell Jeffrey L reported no remaining Equus Total Return position as of Q4 2017 after selling out during the quarter.
Gendell Jeffrey L sold 99,830 Equus Total Return shares in Q4 2017, an estimated $243K.
Gendell Jeffrey L first reported a position in Equus Total Return in Q2 2017 and held it in 2 quarters.
Gendell Jeffrey L's Equus Total Return position peaked at $351K in Q2 2017.
16 funds tracked by Wall St. Rank held Equus Total Return as of Q4 2017.

Based on Gendell Jeffrey L's 13F filing for Q4 2017, filed 9 Feb 2018.