Pfizer Inc. Shares Sold by BBR Partners LLC
| GEQIX Fund | USD 15.37 0.14 0.92% |
Slightly above 52% of Equity Income's investor base is interested to short. The analysis of overall sentiment of trading Equity Income Portfolio mutual fund suggests that many investors are impartial at this time. Equity Income's investing sentiment can be driven by a variety of factors including economic data, Equity Income's earnings reports, geopolitical events, and overall market trends.
Equity |
BBR Partners LLC reduced its stake in Pfizer Inc. by 1.2 percent in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,519 shares of the biopharmaceutical companys stock after selling 505 shares during the period. BBR Partners
Read at thelincolnianonline.com
 |
Equity Income Fundamental Analysis
We analyze Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
Equity Income is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Equity Income Portfolio Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Equity Income mutual fund to make a market-neutral strategy. Peer analysis of Equity Income could also be used in its relative valuation, which is a method of valuing Equity Income by comparing valuation metrics with similar companies.
Peers
Equity Income Related Equities
| PHDTX | Pace High | 0.22 | ||||
| GGMPX | Goldman Sachs | 0.18 | ||||
| TAHFX | Transamerica High | 0.12 | ||||
| GHVIX | Gmo High | 0.12 | ||||
| FYAIX | Access Flex | 0.20 | ||||
| QRPNX | Aqr Alternative | 0.24 | ||||
| AQRRX | Aqr Risk | 0.81 |
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |