WealthStone’s Equitable Holdings EQH Stock Holding History

WealthStone’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-73	Closed	-$1.52K	–	232
2019 Q2	$1.52K	Buy	+73	New	+$1.57K	﹤0.01%	591

Other funds holding EQH

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WealthStone's EQH Position: Q3 2019 in Review

WealthStone sold out of Equitable Holdings (EQH) in Q3 2019, closing a stake of 73 shares — an estimated $1.52K sold.

WealthStone first reported a position in EQH in Q2 2019 and held it in 1 quarter. The position peaked at $1.52K in Q2 2019. 255 funds tracked by Wall St. Rank hold EQH as of Q3 2019.

WealthStone reported no remaining Equitable Holdings position as of Q3 2019 after selling out during the quarter.
WealthStone sold 73 Equitable Holdings shares in Q3 2019, an estimated $1.52K.
WealthStone first reported a position in Equitable Holdings in Q2 2019 and held it in 1 quarter.
WealthStone's Equitable Holdings position peaked at $1.52K in Q2 2019.
255 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.