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Willingdon Wealth Management’s Equinix EQIX Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-2
Closed -$1K – 322
2019
Q4 		$1K Hold
2
– – ﹤0.01% 348
2019
Q3 		$1K Buy
+2
New +$1.07K ﹤0.01% 402
2018
Q4 		– Sell
-4
Closed -$2K – 358
2018
Q3 		$2K Buy
+4
New +$1.75K ﹤0.01% 364
2018
Q1 		– Sell
-3
Closed -$1K – 348
2017
Q4 		$1K Buy
+3
New +$1.39K ﹤0.01% 342

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willingdon Wealth Management's EQIX Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Equinix (EQIX) in Q1 2020, closing a stake of 2 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in EQIX in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 830 funds tracked by Wall St. Rank hold EQIX as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Equinix position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 2 Equinix shares in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Equinix in Q4 2017 and held it in 4 quarters.
  • Willingdon Wealth Management's Equinix position peaked at $2K in Q3 2018.
  • 830 funds tracked by Wall St. Rank held Equinix as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.