AWM
EQC

Aevitas Wealth Management’s Equity Commonwealth EQC Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-75
Closed -$2K – 462
2018
Q3 		$2K Hold
75
– – ﹤0.01% 427
2018
Q2 		$2K Hold
75
– – ﹤0.01% 401
2018
Q1 		$2K Hold
75
– – ﹤0.01% 413
2017
Q4 		$2K Buy
+75
New +$2.27K ﹤0.01% 404

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Aevitas Wealth Management's EQC Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Equity Commonwealth (EQC) in Q4 2018, closing a stake of 75 shares — an estimated $2K sold.

Aevitas Wealth Management first reported a position in EQC in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 241 funds tracked by Wall St. Rank hold EQC as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Equity Commonwealth position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 75 Equity Commonwealth shares in Q4 2018, an estimated $2K.
  • Aevitas Wealth Management first reported a position in Equity Commonwealth in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Equity Commonwealth position peaked at $2K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.