APP
EQC

Avantax Planning Partners’s Equity Commonwealth EQC Stock Holding History

Avantax Planning Partners’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
-130
Closed -$4K – 1247
2018
Q3 		$4K Buy
+130
New +$4.14K ﹤0.01% 1206

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

Avantax Planning Partners's EQC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Equity Commonwealth (EQC) in Q4 2018, closing a stake of 130 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in EQC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 241 funds tracked by Wall St. Rank hold EQC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Equity Commonwealth position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 130 Equity Commonwealth shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Equity Commonwealth in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Equity Commonwealth position peaked at $4K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.