SCA
EQLT

Snowden Capital Advisors’s Workplace Equality Portfolio EQLT Stock Holding History

Snowden Capital Advisors’s Portfolio EQLT Stock Details EQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,822
Closed -$267K – 368
2016
Q4 		$267K Hold
8,822
– – 0.07% 268
2016
Q3 		$255K Sell
8,822
-2,686
-23% -$76.7K 0.07% 256
2016
Q2 		$312K Buy
11,508
+798
+7% +$21.8K 0.09% 223
2016
Q1 		$290K Buy
+10,710
New +$272K 0.1% 226

Other funds holding EQLT

DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Snowden Capital Advisors's EQLT Position: Q1 2017 in Review

Snowden Capital Advisors sold out of Workplace Equality Portfolio (EQLT) in Q1 2017, closing a stake of 8,822 shares — an estimated $267K sold.

Snowden Capital Advisors first reported a position in EQLT in Q1 2016 and held it in 4 quarters. The position peaked at $312K in Q2 2016. 9 funds tracked by Wall St. Rank hold EQLT as of Q1 2017.

  • Snowden Capital Advisors reported no remaining Workplace Equality Portfolio position as of Q1 2017 after selling out during the quarter.
  • Snowden Capital Advisors sold 8,822 Workplace Equality Portfolio shares in Q1 2017, an estimated $267K.
  • Snowden Capital Advisors first reported a position in Workplace Equality Portfolio in Q1 2016 and held it in 4 quarters.
  • Snowden Capital Advisors's Workplace Equality Portfolio position peaked at $312K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held Workplace Equality Portfolio as of Q1 2017.

Based on Snowden Capital Advisors's 13F filing for Q1 2017, filed 8 Jan 2024.