CFA
EQC

Carroll Financial Associates’s Equity Commonwealth EQC Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-3,934
Closed -$134K – 1728
2019
Q3 		$134K Buy
+3,934
New +$132K 0.01% 444

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Carroll Financial Associates's EQC Position: Q4 2019 in Review

Carroll Financial Associates sold out of Equity Commonwealth (EQC) in Q4 2019, closing a stake of 3,934 shares — an estimated $134K sold.

Carroll Financial Associates first reported a position in EQC in Q3 2019 and held it in 1 quarter. The position peaked at $134K in Q3 2019. 265 funds tracked by Wall St. Rank hold EQC as of Q4 2019.

  • Carroll Financial Associates reported no remaining Equity Commonwealth position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 3,934 Equity Commonwealth shares in Q4 2019, an estimated $134K.
  • Carroll Financial Associates first reported a position in Equity Commonwealth in Q3 2019 and held it in 1 quarter.
  • Carroll Financial Associates's Equity Commonwealth position peaked at $134K in Q3 2019.
  • 265 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.