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Jacobson & Schmitt Advisors’s Equinix EQIX Stock Holding History

Jacobson & Schmitt 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
2018
Q2 		– Sell
-10,228
Closed -$4.28M – 51
2018
Q1 		$4.28M Buy
10,228
+96
+0.9% +$40.4K 2.9% 18
2017
Q4 		$4.59M Buy
10,132
+91
+0.9% +$42.1K 3.1% 19
2017
Q3 		$4.48M Buy
10,041
+69
+0.7% +$30.9K 2.98% 16
2017
Q2 		$4.28M Buy
9,972
+132
+1% +$56K 2.89% 19
2017
Q1 		$3.94M Buy
9,840
+221
+2% +$83.9K 2.74% 18
2016
Q4 		$3.44M Buy
9,619
+819
+9% +$286K 2.7% 23
2016
Q3 		$3.17M Buy
+8,800
New +$3.26M 2.53% 25

Other funds holding EQIX

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jacobson & Schmitt Advisors's EQIX Position: Q2 2018 in Review

Jacobson & Schmitt Advisors sold out of Equinix (EQIX) in Q2 2018, closing a stake of 10,228 shares — an estimated $4.28M sold.

Jacobson & Schmitt Advisors first reported a position in EQIX in Q3 2016 and held it in 7 quarters. The position peaked at $4.59M in Q4 2017. 607 funds tracked by Wall St. Rank hold EQIX as of Q2 2018.

  • Jacobson & Schmitt Advisors reported no remaining Equinix position as of Q2 2018 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 10,228 Equinix shares in Q2 2018, an estimated $4.28M.
  • Jacobson & Schmitt Advisors first reported a position in Equinix in Q3 2016 and held it in 7 quarters.
  • Jacobson & Schmitt Advisors's Equinix position peaked at $4.59M in Q4 2017.
  • 607 funds tracked by Wall St. Rank held Equinix as of Q2 2018.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.