Advisory Research’s Equity Commonwealth EQC Stock Holding History

Advisory Research’s Portfolio EQC Stock Details EQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-447,984	Closed	-$14.7M	–	354
2019 Q4	$14.7M	Sell	447,984 -3,026	-0.7%	-$97.3K	0.68%	60
2019 Q3	$15.4M	Sell	451,010 -654	-0.1%	-$22K	0.74%	54
2019 Q2	$14.7M	Sell	451,664 -11,805	-3%	-$383K	0.29%	91
2019 Q1	$15.2M	Sell	463,469 -8,643	-2%	-$277K	0.29%	90
2018 Q4	$14.2M	Sell	472,112 -447,445	-49%	-$13.6M	0.3%	95
2018 Q3	$29.5M	Sell	919,557 -200,405	-18%	-$6.38M	0.48%	57
2018 Q2	$35.3M	Sell	1,119,962 -52,304	-4%	-$1.62M	0.56%	47
2018 Q1	$36M	Sell	1,172,266 -258,969	-18%	-$7.69M	0.65%	51
2017 Q4	$43.7M	Buy	1,431,235 +100,801	+8%	+$3.05M	0.72%	44
2017 Q3	$40.4M	Buy	1,330,434 +259,059	+24%	+$8.02M	0.64%	48
2017 Q2	$33.9M	Buy	1,071,375 +276,539	+35%	+$8.74M	0.53%	53
2017 Q1	$24.8M	Buy	+794,836	New	+$24.7M	0.37%	69
2014 Q2	–	Sell	-2,800	Closed	-$74K	–	693
2014 Q1	$74K	Buy	+2,800	New	+$71.6K	﹤0.01%	381
2013 Q4	–	Sell	-26,770	Closed	-$587K	–	334
2013 Q3	$587K	Buy	26,770 +1,770	+7%	+$42.2K	0.01%	262
2013 Q2	$578K	Buy	+25,000	New	+$539K	0.01%	264

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Advisory Research's EQC Position: Q1 2020 in Review

Advisory Research sold out of Equity Commonwealth (EQC) in Q1 2020, closing a stake of 447,984 shares — an estimated $14.7M sold.

Advisory Research first reported a position in EQC in Q2 2013 and held it in 15 quarters. The position peaked at $43.7M in Q4 2017. 259 funds tracked by Wall St. Rank hold EQC as of Q1 2020.

Advisory Research reported no remaining Equity Commonwealth position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 447,984 Equity Commonwealth shares in Q1 2020, an estimated $14.7M.
Advisory Research first reported a position in Equity Commonwealth in Q2 2013 and held it in 15 quarters.
Advisory Research's Equity Commonwealth position peaked at $43.7M in Q4 2017.
259 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.