Berman Capital Advisors’s Equity Commonwealth EQC Stock Holding History

Berman Capital Advisors’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	$19K	Buy	757 +250	+49%	+$6.58K	﹤0.01%	1004
2021 Q2	$13K	Buy	507 +10	+2%	+$278	﹤0.01%	1067
2021 Q1	$13K	Buy	497 +195	+65%	+$5.51K	﹤0.01%	951
2020 Q4	$8K	Sell	302 -193	-39%	-$5.15K	﹤0.01%	1021
2020 Q3	$13K	Sell	495 -113	-19%	-$3.49K	﹤0.01%	728
2020 Q2	$19K	Hold	608	–	–	0.01%	568
2020 Q1	$19K	Sell	608 -265	-30%	-$8.48K	0.01%	515
2019 Q4	$28K	Buy	873 +11	+1%	+$354	0.01%	450
2019 Q3	$29K	Hold	862	–	–	0.01%	411
2019 Q2	$28K	Hold	862	–	–	0.01%	424
2019 Q1	$28K	Buy	862 +413	+92%	+$13.2K	0.01%	384
2018 Q4	$13K	Buy	+449	New	+$13.7K	0.01%	470

Other funds holding EQC

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Berman Capital Advisors's EQC Position: Q3 2021 in Review

Berman Capital Advisors increased its Equity Commonwealth (EQC) stake by 49% in Q3 2021, buying an estimated $6.58K and bringing the position to 757 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Berman Capital Advisors first reported a position in EQC in Q4 2018 and has held it in 12 quarters since. The position peaked at $29K in Q3 2019. 254 funds tracked by Wall St. Rank hold EQC as of Q3 2021.

Berman Capital Advisors held 757 shares of Equity Commonwealth worth $19K as of Q3 2021.
Berman Capital Advisors bought 250 Equity Commonwealth shares in Q3 2021, an estimated $6.58K.
Equity Commonwealth made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1004 holding.
Berman Capital Advisors first reported a position in Equity Commonwealth in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Equity Commonwealth position peaked at $29K in Q3 2019.
254 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.