COCM
EQC

Charter Oak Capital Management’s Equity Commonwealth EQC Stock Holding History

Charter Oak Capital 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
Q2 		– Sell
-362
Closed -$10K – 891
2021
Q1 		$10K Hold
362
– – ﹤0.01% 551
2020
Q4 		$10K Buy
+362
New +$9.66K ﹤0.01% 521

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 $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charter Oak Capital Management's EQC Position: Q2 2021 in Review

Charter Oak Capital Management sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 362 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in EQC in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

  • Charter Oak Capital Management reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 362 Equity Commonwealth shares in Q2 2021, an estimated $10K.
  • Charter Oak Capital Management first reported a position in Equity Commonwealth in Q4 2020 and held it in 2 quarters.
  • Charter Oak Capital Management's Equity Commonwealth position peaked at $10K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Charter Oak Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.