AWMS
EQC

Advocacy Wealth Management Services’s Equity Commonwealth EQC Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$17K Sell
780
-1,000
-56% -$23.8K 0.05% 196
2013
Q2 		$41K Buy
+1,780
New +$38.4K 0.16% 97

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advocacy Wealth Management Services's EQC Position: Q3 2013 in Review

Advocacy Wealth Management Services reduced its Equity Commonwealth (EQC) stake by 56% in Q3 2013, selling an estimated $23.8K and leaving 780 shares worth $17K. The position accounts for 0.05% of the portfolio, ranked #196.

Advocacy Wealth Management Services first reported a position in EQC in Q2 2013 and has held it in 2 quarters since. The position peaked at $41K in Q2 2013. 209 funds tracked by Wall St. Rank hold EQC as of Q3 2013.

  • Advocacy Wealth Management Services held 780 shares of Equity Commonwealth worth $17K as of Q3 2013.
  • Advocacy Wealth Management Services sold 1,000 Equity Commonwealth shares in Q3 2013, an estimated $23.8K.
  • Equity Commonwealth made up 0.05% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #196 holding.
  • Advocacy Wealth Management Services first reported a position in Equity Commonwealth in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Equity Commonwealth position peaked at $41K in Q2 2013.
  • 209 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.