YorkBridge Wealth Partners’s Equinix EQIX Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-176	Closed	-$89K	–	319
2019 Q2	$89K	Sell	176 -10	-5%	-$4.8K	0.04%	305
2019 Q1	$84K	Buy	186 +25	+16%	+$10.2K	0.04%	301
2018 Q4	$57K	Buy	161 +19	+13%	+$7.41K	0.03%	321
2018 Q3	$61K	Sell	142 -6	-4%	-$2.63K	0.03%	340
2018 Q2	$64K	Buy	148 +19	+15%	+$7.68K	0.03%	339
2018 Q1	$52K	Buy	+129	New	+$54.3K	0.02%	365

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's EQIX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Equinix (EQIX) in Q3 2019, closing a stake of 176 shares — an estimated $89K sold.

YorkBridge Wealth Partners first reported a position in EQIX in Q1 2018 and held it in 6 quarters. The position peaked at $89K in Q2 2019. 718 funds tracked by Wall St. Rank hold EQIX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Equinix position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 176 Equinix shares in Q3 2019, an estimated $89K.
YorkBridge Wealth Partners first reported a position in Equinix in Q1 2018 and held it in 6 quarters.
YorkBridge Wealth Partners's Equinix position peaked at $89K in Q2 2019.
718 funds tracked by Wall St. Rank held Equinix as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.