Asset Planning Services (Pennsylvania)’s Equity Commonwealth EQC Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q1	–	Sell	-201	Closed	-$6K	–	279
2018 Q4	$6K	Hold	201	–	–	﹤0.01%	225
2018 Q3	$6K	Buy	201 +11	+6%	+$350	﹤0.01%	228
2018 Q2	$6K	Hold	190	–	–	﹤0.01%	225
2018 Q1	$6K	Hold	190	–	–	﹤0.01%	230
2017 Q4	$6K	Hold	190	–	–	﹤0.01%	234
2017 Q3	$6K	Hold	190	–	–	﹤0.01%	256
2017 Q2	$6K	Hold	190	–	–	﹤0.01%	257
2017 Q1	$6K	Hold	190	–	–	﹤0.01%	250
2016 Q4	$6K	Hold	190	–	–	﹤0.01%	227
2016 Q3	$6K	Hold	190	–	–	0.01%	218
2016 Q2	$6K	Hold	190	–	–	0.01%	228
2016 Q1	$5K	Hold	190	–	–	﹤0.01%	228
2015 Q4	$5K	Hold	190	–	–	﹤0.01%	200
2015 Q3	$5K	Hold	190	–	–	0.01%	194
2015 Q2	$5K	Buy	+190	New	+$4.95K	﹤0.01%	209

Other funds holding EQC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s EQC Position: Q1 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Equity Commonwealth (EQC) in Q1 2019, closing a stake of 201 shares — an estimated $6K sold.

Asset Planning Services (Pennsylvania) first reported a position in EQC in Q2 2015 and held it in 15 quarters. The position peaked at $6K in Q4 2018. 263 funds tracked by Wall St. Rank hold EQC as of Q1 2019.

Asset Planning Services (Pennsylvania) reported no remaining Equity Commonwealth position as of Q1 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 201 Equity Commonwealth shares in Q1 2019, an estimated $6K.
Asset Planning Services (Pennsylvania) first reported a position in Equity Commonwealth in Q2 2015 and held it in 15 quarters.
Asset Planning Services (Pennsylvania)'s Equity Commonwealth position peaked at $6K in Q4 2018.
263 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2019, filed 8 May 2019.