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 Q2 2019 included $942,255,000 in managed 13F securities and a top 10 holdings concentration of 28.58%. Equitable Trust Company's largest holding is American Express Co with shares held of 454,242. Whalewisdom has at least 5 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $942.255 Million
  • Prior Market Value $865.866 Million
  • New Purchases22 stocks
  • Additional Purchases102 stocks
  • Sold out of15 stocks
  • Reduced holdings in83 stocks
  • Top 10 Holdings % 28.58 %
  • Turnover % [1]:13.31%
  • Turnover Alt % [2]: 6.61 %
  • Time Held Top20:3.05 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:3.32 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 2019-05-15

Performance for Q1 2019: 5.92%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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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