EQIS CAPITAL MANAGEMENT, INC.

HTTP://WWW.EQIS.COM SAN RAFAEL, CA Investment Advisor

Eqis Capital Management is based out of San Rafael. Eqis Capital Management is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $1,669,500,000 (Form ADV from 2016-03-30). Their last reported 13F filing for Q1 2016 included $1,380,994,000 in managed 13F securities and a top 10 holdings concentration of 46.25%. Eqis Capital Management's largest holding is SPDR S&P MidCap 400 ETF Trust with shares held of 792,894. WhaleWisdom has at least 22 13F filings in our database for Eqis Capital Management.

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03/31/2016

13F Activity

  • Market Value$1,381,105,000
  • Prior Market Value$1,318,467,000
  • New Purchases155 stocks
  • Additional Purchases314 stocks
  • Sold out of114 stocks
  • Reduced holdings in341 stocks
  • Top 10 Holdings %46.25%
  • Turnover %:33.01%
  • Avg. Length Held Top20:0.75 quarters
  • Avg. Length Held Top10:0.80 quarters
  • Avg. Length Held All:6.41 quarters

03/31/2016

13F Sector Allocation Over Time

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Market Value Over Time

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for EQIS CAPITAL MANAGEMENT, INC.

Backtest Performance

Top 20 equal-weighted holdings. Last updated on 2016-05-25

Performance for Q1 2016: 0.09%
Performance Last 4 Quarters: 2.42%

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13F Filings Available:
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EQIS CAPITAL MANAGEMENT
1000 4TH ST., STE 650
SAN RAFAEL CA    94901
Country: United States

Business Phone: 800-949-9936
Fax: 630-206-0757
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IL
Number of employees: 75
Other Business Activities: real estate broker, dealer, or agent ,insurance broker or agent,lawyer or law firm
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients:
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Schedule 13D and 13G events since 03/31/2016

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Form 4 - Non-derivative Insider Transactions Since 03/31/2016

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