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 assets under management (AUM) of $13,284,658.83. Their last reported 13F filing for Q4 2015 included $13,184,670.00 in managed 13F securities and a top 10 holdings concentration of 45.84%. Eqis Capital Management's largest holding is SPDR S&P MidCap 400 ETF Trust with shares held of 810,458. WhaleWisdom has at least 21 13F filings in our database for Eqis Capital Management.

Create Email Alert
Loading...
Loading...

12/31/2015

13F Sector Allocation Over Time

View Sector Changes Over Time

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 2015-12-30

Performance for Q3 2015: 5.68%
Performance Last 4 Quarters: 3.82%

Refresh Advanced Export

Security Types:

Changes in Holdings:

Refresh
*Shares are split adjusted
13F Filings Available:
  • 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:
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 12/31/2015

Subscription required

Form 4 - Non-derivative Insider Transactions Since 12/31/2015

Loading...

Elevate your investments