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Next Financial Group’s Equity Bancshares EQBK Stock Holding History

Next Financial Group’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-53
Closed -$1K – 2331
2019
Q2 		$1K Hold
53
– – ﹤0.01% 2202
2019
Q1 		$2K Buy
+53
New +$1.73K ﹤0.01% 1446

Other funds holding EQBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's EQBK Position: Q3 2019 in Review

Next Financial Group sold out of Equity Bancshares (EQBK) in Q3 2019, closing a stake of 53 shares — an estimated $1K sold.

Next Financial Group first reported a position in EQBK in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 77 funds tracked by Wall St. Rank hold EQBK as of Q3 2019.

  • Next Financial Group reported no remaining Equity Bancshares position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 53 Equity Bancshares shares in Q3 2019, an estimated $1K.
  • Next Financial Group first reported a position in Equity Bancshares in Q1 2019 and held it in 2 quarters.
  • Next Financial Group's Equity Bancshares position peaked at $2K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Equity Bancshares as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.