
09/30/2019
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• NASHVILLE, TN • Trust How do I update this listing?
Equitable Trust Company is based out of Nashville. Their last reported 13F filing for Q3 2019 included $949,132,000 in managed 13F securities and a top 10 holdings concentration of 29.57%. Equitable Trust Company's largest holding is iShares Core MSCI Total International Stock ETF with shares held of 866,178. Whalewisdom has at least 6 13F filings
09/30/2019
09/30/2019
09/30/2019
09/30/2019
09/30/2019
[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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
Performance for Q1 2019: | 5.92% |
Performance Last 4 Quarters: | 0.0% |