BWM
EQC

BerganKDV Wealth Management’s Equity Commonwealth EQC Stock Holding History

BerganKDV 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
2021
Q3 		– Sell
-37
Closed -$1K – 1107
2021
Q2 		$1K Buy
37
+9
+32% +$250 ﹤0.01% 961
2021
Q1 		$1K Hold
28
– – ﹤0.01% 909
2020
Q4 		$1K Buy
+28
New +$747 ﹤0.01% 915

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BerganKDV Wealth Management's EQC Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Equity Commonwealth (EQC) in Q3 2021, closing a stake of 37 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in EQC in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 254 funds tracked by Wall St. Rank hold EQC as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Equity Commonwealth position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 37 Equity Commonwealth shares in Q3 2021, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Equity Commonwealth in Q4 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Equity Commonwealth position peaked at $1K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.