Integrated Wealth Management (Palm Desert)’s Equinix EQIX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-19	Closed	-$7K	–	448
2016 Q3	$7K	Hold	19	–	–	﹤0.01%	831
2016 Q2	$7K	Buy	+19	New	+$6.63K	﹤0.01%	841
2015 Q2	–	Sell	-4	Closed	–	–	1376
2015 Q1	$0	Buy	+4	New	+$906	﹤0.01%	1307

Other funds holding EQIX

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LPC

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

Integrated Wealth Management (Palm Desert)'s EQIX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Equinix (EQIX) in Q4 2016, closing a stake of 19 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EQIX in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q3 2016. 485 funds tracked by Wall St. Rank hold EQIX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Equinix position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 19 Equinix shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Equinix in Q1 2015 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s Equinix position peaked at $7K in Q3 2016.
485 funds tracked by Wall St. Rank held Equinix as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.