CWA
EQC

Clarus Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

Clarus Wealth 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
2018
Q3 		– Sell
-2,750
Closed -$84K – 777
2018
Q2 		$84K Buy
+2,750
New +$85K 0.06% 216

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Clarus Wealth Advisors's EQC Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Equity Commonwealth (EQC) in Q3 2018, closing a stake of 2,750 shares — an estimated $84K sold.

Clarus Wealth Advisors first reported a position in EQC in Q2 2018 and held it in 1 quarter. The position peaked at $84K in Q2 2018. 238 funds tracked by Wall St. Rank hold EQC as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Equity Commonwealth position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,750 Equity Commonwealth shares in Q3 2018, an estimated $84K.
  • Clarus Wealth Advisors first reported a position in Equity Commonwealth in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's Equity Commonwealth position peaked at $84K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.