NASHVILLE, TN Trust How do I update this listing?

Equitable Trust Company is based out of Nashville. Their last reported 13F filing for Q4 2019 included $1,023,700,000 in managed 13F securities and a top 10 holdings concentration of 28.77%. Equitable Trust Company's largest holding is iShares Core MSCI Total International Stock ETF with shares held of 868,649. Whalewisdom has at least 7 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $1.024 Billion
  • Prior Market Value $949.132 Million
  • New Purchases19 stocks
  • Additional Purchases58 stocks
  • Sold out of17 stocks
  • Reduced holdings in128 stocks
  • Top 10 Holdings % 28.77 %
  • Turnover % [1]:12.72%
  • Turnover Alt % [2]: 5.26 %
  • Time Held Top20:4.45 quarters
  • Time Held Top10:4.40 quarters
  • Time Held All:4.79 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 2020-02-14

Performance for Q4 2019: 9.05%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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