Ownership history in First Personal Financial Services Β· 40 quarters on record
This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in EQUINIX INC (EQIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π First Personal Financial Services outperformed the S&P 500 by +5.0% annually on this EQIX position. Timing score: 45% (17/38 decisions correct). Average cost basis: $484.32. Maximum drawdown during holding period: β31.8%.
π₯ Exceptional β beat the S&P 500 by 5.0% per year on this position.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 38 add/trim decisions correct
Best entry: $174.15 (2014 Q4) Β· Worst: $790.31 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 20 trims. Bought during 9 of 12 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.79% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size