Westside Investment Management’s Workplace Equality Portfolio EQLT Stock Holding History

Westside Investment Management’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
2018 Q4	$16.2K	Hold	500	–	–	0.01%	397
2018 Q3	$19.1K	Hold	500	–	–	0.01%	367
2018 Q2	$18.2K	Hold	500	–	–	0.01%	428
2018 Q1	$17.4K	Hold	500	–	–	0.01%	411
2017 Q4	$18.4K	Hold	500	–	–	0.01%	424
2017 Q3	$17.3K	Hold	500	–	–	0.01%	417
2017 Q2	$16.7K	Hold	500	–	–	0.01%	415
2017 Q1	$15.9K	Hold	500	–	–	0.01%	394
2016 Q4	$15.4K	Buy	+500	New	+$14.9K	0.01%	319

Other funds holding EQLT

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Westside Investment Management's EQLT Position: Q4 2018 in Review

Westside Investment Management held its Workplace Equality Portfolio (EQLT) position steady in Q4 2018 at 500 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #397.

Westside Investment Management first reported a position in EQLT in Q4 2016 and has held it in 9 quarters since. The position peaked at $19.1K in Q3 2018. 16 funds tracked by Wall St. Rank hold EQLT as of Q4 2018.

Westside Investment Management held 500 shares of Workplace Equality Portfolio worth $16.2K as of Q4 2018.
Westside Investment Management left its Workplace Equality Portfolio share count unchanged in Q4 2018.
Workplace Equality Portfolio made up 0.01% of Westside Investment Management's portfolio in Q4 2018, its #397 holding.
Westside Investment Management first reported a position in Workplace Equality Portfolio in Q4 2016 and has held it in 9 quarters since.
Westside Investment Management's Workplace Equality Portfolio position peaked at $19.1K in Q3 2018.
16 funds tracked by Wall St. Rank held Workplace Equality Portfolio as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.