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Rowland Carmichael Advisors’s Equinix EQIX Stock Holding History

Rowland Carmichael Advisors’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
Q4 		$652K Buy
913
+71
+8% +$52.8K 0.21% 111
2020
Q3 		$640K Buy
842
+92
+12% +$69.6K 0.25% 105
2020
Q2 		$527K Sell
750
-1,198
-61% -$810K 0.22% 119
2020
Q1 		$1.22M Sell
1,948
-1,068
-35% -$639K 0.62% 29
2019
Q4 		$1.76M Sell
3,016
-195
-6% -$110K 0.6% 24
2019
Q3 		$1.85M Buy
3,211
+361
+13% +$194K 0.64% 25
2019
Q2 		$1.44M Sell
2,850
-45
-2% -$21.6K 0.5% 33
2019
Q1 		$1.31M Buy
2,895
+504
+21% +$205K 0.48% 33
2018
Q4 		$843K Sell
2,391
-1,150
-32% -$448K 0.37% 56
2018
Q3 		$1.53M Buy
3,541
+50
+1% +$21.9K 0.59% 26
2018
Q2 		$1.5M Buy
3,491
+100
+3% +$40.4K 0.64% 23
2018
Q1 		$1.42M Buy
3,391
+1,458
+75% +$613K 0.78% 21
2017
Q4 		$876K Buy
1,933
+1,423
+279% +$658K 0.45% 66
2017
Q3 		$228K Buy
+510
New +$228K 0.13% 212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rowland Carmichael Advisors's EQIX Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Equinix (EQIX) stake by 8.4% in Q4 2020, buying an estimated $52.8K and bringing the position to 913 shares worth $652K. The position accounts for 0.21% of the portfolio, ranked #111.

Rowland Carmichael Advisors first reported a position in EQIX in Q3 2017 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2019. 914 funds tracked by Wall St. Rank hold EQIX as of Q4 2020.

  • Rowland Carmichael Advisors held 913 shares of Equinix worth $652K as of Q4 2020.
  • Rowland Carmichael Advisors bought 71 Equinix shares in Q4 2020, an estimated $52.8K.
  • Equinix made up 0.21% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #111 holding.
  • Rowland Carmichael Advisors first reported a position in Equinix in Q3 2017 and has held it in 14 quarters since.
  • Rowland Carmichael Advisors's Equinix position peaked at $1.85M in Q3 2019.
  • 914 funds tracked by Wall St. Rank held Equinix as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.