Pettee Investors’s Equinix EQIX Stock Holding History

Pettee Investors’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 Q1	–	Sell	-1,940	Closed	-$879K	–	120
2017 Q4	$879K	Buy	1,940 +35	+2%	+$16.2K	0.53%	49
2017 Q3	$850K	Buy	+1,905	New	+$853K	0.55%	49

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pettee Investors's EQIX Position: Q1 2018 in Review

Pettee Investors sold out of Equinix (EQIX) in Q1 2018, closing a stake of 1,940 shares — an estimated $879K sold.

Pettee Investors first reported a position in EQIX in Q3 2017 and held it in 2 quarters. The position peaked at $879K in Q4 2017. 614 funds tracked by Wall St. Rank hold EQIX as of Q1 2018.

Pettee Investors reported no remaining Equinix position as of Q1 2018 after selling out during the quarter.
Pettee Investors sold 1,940 Equinix shares in Q1 2018, an estimated $879K.
Pettee Investors first reported a position in Equinix in Q3 2017 and held it in 2 quarters.
Pettee Investors's Equinix position peaked at $879K in Q4 2017.
614 funds tracked by Wall St. Rank held Equinix as of Q1 2018.

Based on Pettee Investors's 13F filing for Q1 2018, filed 1 May 2018.