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Optima Fund Management’s Equinix EQIX Stock Holding History

Optima Fund Management’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
2019
Q2 		$1.18M Sell
2,330
-994
-30% -$477K 2.01% 23
2019
Q1 		$1.51M Sell
3,324
-145
-4% -$59K 2.08% 14
2018
Q4 		$1.22M Buy
+3,469
New +$1.35M 1.98% 23

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optima Fund Management's EQIX Position: Q2 2019 in Review

Optima Fund Management reduced its Equinix (EQIX) stake by 30% in Q2 2019, selling an estimated $477K and leaving 2,330 shares worth $1.18M. The position accounts for 2.01% of the portfolio, ranked #23.

Optima Fund Management first reported a position in EQIX in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2019. 707 funds tracked by Wall St. Rank hold EQIX as of Q2 2019.

  • Optima Fund Management held 2,330 shares of Equinix worth $1.18M as of Q2 2019.
  • Optima Fund Management sold 994 Equinix shares in Q2 2019, an estimated $477K.
  • Equinix made up 2.01% of Optima Fund Management's portfolio in Q2 2019, its #23 holding.
  • Optima Fund Management first reported a position in Equinix in Q4 2018 and has held it in 3 quarters since.
  • Optima Fund Management's Equinix position peaked at $1.51M in Q1 2019.
  • 707 funds tracked by Wall St. Rank held Equinix as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.