EQUITABLE TRUST COMPANY

NASHVILLE, TN Trust How do I update this listing?

Equitable Trust Company is based out of Nashville. Their last reported 13F filing for Q4 2018 included $755,705,000 in managed 13F securities and a top 10 holdings concentration of 28.18%. Equitable Trust Company's largest holding is American Express Co with shares held of 456,008. Whalewisdom has at least 3 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $755.705 Million
  • Prior Market Value $858.236 Million
  • New Purchases21 stocks
  • Additional Purchases88 stocks
  • Sold out of47 stocks
  • Reduced holdings in102 stocks
  • Top 10 Holdings % 28.18 %
  • Turnover % [1]:26.15%
  • Turnover Alt % [2]: 11.86 %
  • Time Held Top20:1.60 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:1.72 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -6.69%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)

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