• Investment Advisor

    View Last Form Adv Compilation Report on Record

    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: 38
    Other Business Activities:
    Advisor Fees/Compensation: Percentage of assets under management
    Regulatory Asets Under Management: 779,385,000
    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:
    Data above was derived from SEC filings.
  • 13F Activity for 12/31/2014


    13F Holdings Summary

    View All Holdings
  • 13F Sector Allocation 12/31/2014

  • 13F Market Value Over Time

    Market values shown on this site may differ from what was reported on the actual filing due to rounding or parsing errors.

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

  • Backtester Performance

    Performance for 12/31/2014 quarter 0.81 %
    Performance Last 4 Quarters 3.19%

    13F performance is determined by running a Backtest Report rebalanced choosing the top 10 stocks based on "most frequently held stocks by dollar value" allocating resources by "balancing the portfolio on the basis of aggregate stock weightings".

    Performance shown above in no way reflects a given fund's actual performance during the quarter. Performance values are intended to show what an outside investor might achieve by mimicking the funds portfolio after the 13F report is released (45 days after the end of the quarter).

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

  • Recent SEC Filings

    Recent filings
    Form 13F-HR2015-02-17
    Form 13F-HR2014-11-13
    Form 13F-HR2014-08-15
    Form 13F-HR2014-05-14
    Form 13F-HR2014-02-12
  • Recent News Around the Web

13F Holdings
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Security Types:

Changes in Holdings:

*Shares are split adjusted
13F Filings Available:
  • 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)

Form 4 - Non-derivative Insider Transactions Since 12/31/2014