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Sheets Smith Wealth Management’s Equinix EQIX Stock Holding History

Sheets Smith Wealth 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
2016
Q1 		– Sell
-3,116
Closed -$942K – 243
2015
Q4 		$942K Buy
3,116
+69
+2% +$20.2K 0.28% 93
2015
Q3 		$833K Buy
+3,047
New +$835K 0.28% 94

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sheets Smith Wealth Management's EQIX Position: Q1 2016 in Review

Sheets Smith Wealth Management sold out of Equinix (EQIX) in Q1 2016, closing a stake of 3,116 shares — an estimated $942K sold.

Sheets Smith Wealth Management first reported a position in EQIX in Q3 2015 and held it in 2 quarters. The position peaked at $942K in Q4 2015. 470 funds tracked by Wall St. Rank hold EQIX as of Q1 2016.

  • Sheets Smith Wealth Management reported no remaining Equinix position as of Q1 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,116 Equinix shares in Q1 2016, an estimated $942K.
  • Sheets Smith Wealth Management first reported a position in Equinix in Q3 2015 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Equinix position peaked at $942K in Q4 2015.
  • 470 funds tracked by Wall St. Rank held Equinix as of Q1 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.