SteelBridge Private Wealth Advisors’s Equinix EQIX Stock Holding History

SteelBridge Private Wealth 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
2018 Q1	$236K	Buy	564 +56	+11%	+$23.6K	2.04%	25
2017 Q4	$230K	Sell	508 -15	-3%	-$6.94K	1.94%	25
2017 Q3	$233K	Sell	523 -52	-9%	-$23.3K	2.23%	21
2017 Q2	$247K	Sell	575 -3	-0.5%	-$1.27K	0.35%	59
2017 Q1	$231K	Hold	578	–	–	0.35%	56
2016 Q4	$223K	Hold	578	–	–	0.35%	55
2016 Q3	$208K	Hold	578	–	–	0.6%	44
2016 Q2	$215K	Buy	+578	New	+$202K	0.65%	41

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

SteelBridge Private Wealth Advisors's EQIX Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors increased its Equinix (EQIX) stake by 11% in Q1 2018, buying an estimated $23.6K and bringing the position to 564 shares worth $236K. The position accounts for 2.04% of the portfolio, ranked #25.

SteelBridge Private Wealth Advisors first reported a position in EQIX in Q2 2016 and has held it in 8 quarters since. The position peaked at $247K in Q2 2017. 615 funds tracked by Wall St. Rank hold EQIX as of Q1 2018.

SteelBridge Private Wealth Advisors held 564 shares of Equinix worth $236K as of Q1 2018.
SteelBridge Private Wealth Advisors bought 56 Equinix shares in Q1 2018, an estimated $23.6K.
Equinix made up 2.04% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #25 holding.
SteelBridge Private Wealth Advisors first reported a position in Equinix in Q2 2016 and has held it in 8 quarters since.
SteelBridge Private Wealth Advisors's Equinix position peaked at $247K in Q2 2017.
615 funds tracked by Wall St. Rank held Equinix as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.