DIA
EQC

Davidson Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Davidson Investment 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
2016
Q4 		– Sell
-700
Closed -$21K – 221
2016
Q3 		$21K Hold
700
– – ﹤0.01% 159
2016
Q2 		$20K Hold
700
– – ﹤0.01% 161
2016
Q1 		$19K Hold
700
– – ﹤0.01% 189
2015
Q4 		$19K Hold
700
– – ﹤0.01% 189
2015
Q3 		$19K Buy
700
+325
+87% +$8.61K ﹤0.01% 178
2015
Q2 		$9K Buy
+375
New +$9.78K ﹤0.01% 198

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Davidson Investment Advisors's EQC Position: Q4 2016 in Review

Davidson Investment Advisors sold out of Equity Commonwealth (EQC) in Q4 2016, closing a stake of 700 shares — an estimated $21K sold.

Davidson Investment Advisors first reported a position in EQC in Q2 2015 and held it in 6 quarters. The position peaked at $21K in Q3 2016. 282 funds tracked by Wall St. Rank hold EQC as of Q4 2016.

  • Davidson Investment Advisors reported no remaining Equity Commonwealth position as of Q4 2016 after selling out during the quarter.
  • Davidson Investment Advisors sold 700 Equity Commonwealth shares in Q4 2016, an estimated $21K.
  • Davidson Investment Advisors first reported a position in Equity Commonwealth in Q2 2015 and held it in 6 quarters.
  • Davidson Investment Advisors's Equity Commonwealth position peaked at $21K in Q3 2016.
  • 282 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2016.

Based on Davidson Investment Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.