Kaizen Advisory’s Equinix EQIX Stock Holding History

Kaizen Advisory’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 Q4	$75K	Buy	212 +43	+25%	+$16.8K	0.05%	261
2018 Q3	$73K	Hold	169	–	–	0.04%	271
2018 Q2	$73K	Buy	169 +93	+122%	+$37.6K	0.04%	273
2018 Q1	$32K	Hold	76	–	–	0.03%	262
2017 Q4	$34K	Buy	+76	New	+$35.2K	0.02%	239

Other funds holding EQIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Advisory's EQIX Position: Q4 2018 in Review

Kaizen Advisory increased its Equinix (EQIX) stake by 25% in Q4 2018, buying an estimated $16.8K and bringing the position to 212 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #261.

Kaizen Advisory first reported a position in EQIX in Q4 2017 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold EQIX as of Q4 2018.

Kaizen Advisory held 212 shares of Equinix worth $75K as of Q4 2018.
Kaizen Advisory bought 43 Equinix shares in Q4 2018, an estimated $16.8K.
Equinix made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #261 holding.
Kaizen Advisory first reported a position in Equinix in Q4 2017 and has held it in 5 quarters since.
667 funds tracked by Wall St. Rank held Equinix as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.