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Wagner Wealth Management (South Carolina)’s Equinix EQIX Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$4K Hold
10
– – ﹤0.01% 498
2018
Q2 		$4K Hold
10
– – ﹤0.01% 471
2018
Q1 		$4K Hold
10
– – ﹤0.01% 436
2017
Q4 		$15K Buy
+10
New +$4.63K 0.01% 344

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EQIX Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Equinix (EQIX) position steady in Q3 2018 at 10 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Wagner Wealth Management (South Carolina) first reported a position in EQIX in Q4 2017 and has held it in 4 quarters since. The position peaked at $15K in Q4 2017. 631 funds tracked by Wall St. Rank hold EQIX as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 10 shares of Equinix worth $4K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Equinix share count unchanged in Q3 2018.
  • Equinix made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #498 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Equinix in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Equinix position peaked at $15K in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Equinix as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.