OI
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Oakbrook Investments’s Equinix EQIX Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-759
Closed -$443K – 222
2019
Q4 		$443K Sell
759
-1,855
-71% -$1.04M 0.09% 364
2019
Q3 		$1.51M Sell
2,614
-493
-16% -$265K 0.1% 152
2019
Q2 		$1.57M Buy
3,107
+40
+1% +$19.2K 0.09% 171
2019
Q1 		$1.39M Buy
3,067
+150
+5% +$61.1K 0.08% 183
2018
Q4 		$1.03M Sell
2,917
-140
-5% -$54.6K 0.07% 223
2018
Q3 		$1.32M Hold
3,057
– – 0.07% 238
2018
Q2 		$1.31M Sell
3,057
-345
-10% -$139K 0.08% 171
2018
Q1 		$1.42M Buy
3,402
+105
+3% +$44.2K 0.09% 175
2017
Q4 		$1.49M Sell
3,297
-60
-2% -$27.8K 0.09% 156
2017
Q3 		$1.5M Buy
3,357
+300
+10% +$134K 0.1% 165
2017
Q2 		$1.31M Buy
3,057
+169
+6% +$71.6K 0.09% 169
2017
Q1 		$1.16M Sell
2,888
-125
-4% -$47.5K 0.08% 195
2016
Q4 		$1.08M Sell
3,013
-623
-17% -$218K 0.07% 219
2016
Q3 		$1.31M Sell
3,636
-200
-5% -$74.2K 0.08% 203
2016
Q2 		$1.49M Buy
3,836
+200
+6% +$69.8K 0.08% 202
2016
Q1 		$1.2M Buy
3,636
+400
+12% +$122K 0.08% 207
2015
Q4 		$979K Sell
3,236
-264
-8% -$77.1K 0.06% 250
2015
Q3 		$957K Hold
3,500
– – 0.06% 275
2015
Q2 		$889K Buy
+3,500
New +$893K 0.05% 278
2015
Q1 		– Sell
-2,445
Closed -$554K – 564
2014
Q4 		$554K Buy
+2,445
New +$529K 0.03% 358

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Edgewood Management
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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return