WMS Partners’s Equinix EQIX Stock Holding History

WMS Partners’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	–	Sell	-1,228	Closed	-$528K	–	222
2018 Q2	$528K	Hold	1,228	–	–	0.06%	117
2018 Q1	$513K	Buy	+1,228	New	+$517K	0.06%	112

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WMS Partners's EQIX Position: Q3 2018 in Review

WMS Partners sold out of Equinix (EQIX) in Q3 2018, closing a stake of 1,228 shares — an estimated $528K sold.

WMS Partners first reported a position in EQIX in Q1 2018 and held it in 2 quarters. The position peaked at $528K in Q2 2018. 631 funds tracked by Wall St. Rank hold EQIX as of Q3 2018.

WMS Partners reported no remaining Equinix position as of Q3 2018 after selling out during the quarter.
WMS Partners sold 1,228 Equinix shares in Q3 2018, an estimated $528K.
WMS Partners first reported a position in Equinix in Q1 2018 and held it in 2 quarters.
WMS Partners's Equinix position peaked at $528K in Q2 2018.
631 funds tracked by Wall St. Rank held Equinix as of Q3 2018.

Based on WMS Partners's 13F filing for Q3 2018, filed 8 Nov 2018.