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Proficio Capital Partners’s Equitable Holdings EQH Stock Holding History

Proficio Capital Partners’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-148
Closed -$3K – 572
2019
Q2 		$3K Buy
148
+78
+111% +$1.68K ﹤0.01% 1383
2019
Q1 		$1K Buy
+70
New +$1.34K ﹤0.01% 1503
2018
Q4 		– Sell
-643
Closed -$14K – 1196
2018
Q3 		$14K Hold
643
– – ﹤0.01% 704
2018
Q2 		$13K Buy
+643
New +$13.7K 0.01% 731

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Proficio Capital Partners's EQH Position: Q3 2019 in Review

Proficio Capital Partners sold out of Equitable Holdings (EQH) in Q3 2019, closing a stake of 148 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in EQH in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 255 funds tracked by Wall St. Rank hold EQH as of Q3 2019.

  • Proficio Capital Partners reported no remaining Equitable Holdings position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 148 Equitable Holdings shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in Equitable Holdings in Q2 2018 and held it in 4 quarters.
  • Proficio Capital Partners's Equitable Holdings position peaked at $14K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.