CIA
EQC

CSat Investment Advisory’s Equity Commonwealth EQC Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-408
Closed -$11K – 995
2020
Q3 		$11K Buy
408
+53
+15% +$1.64K ﹤0.01% 1030
2020
Q2 		$11K Buy
355
+34
+11% +$1.12K ﹤0.01% 1027
2020
Q1 		$10K Buy
321
+41
+15% +$1.31K ﹤0.01% 928
2019
Q4 		$9K Buy
280
+74
+36% +$2.38K ﹤0.01% 1018
2019
Q3 		$7K Buy
206
+28
+16% +$941 ﹤0.01% 1016
2019
Q2 		$6K Buy
+178
New +$5.78K ﹤0.01% 1037

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

CSat Investment Advisory's EQC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Equity Commonwealth (EQC) in Q4 2020, closing a stake of 408 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in EQC in Q2 2019 and held it in 6 quarters. The position peaked at $11K in Q3 2020. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Equity Commonwealth position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 408 Equity Commonwealth shares in Q4 2020, an estimated $11K.
  • CSat Investment Advisory first reported a position in Equity Commonwealth in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Equity Commonwealth position peaked at $11K in Q3 2020.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.