Envestnet Portfolio Solutions
EQC

Envestnet Portfolio Solutions’s Equity Commonwealth EQC Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-64,398
Closed -$1.28M – 1814
2024
Q3 		$1.28M Sell
64,398
-387
-0.6% -$7.71K ﹤0.01% 813
2024
Q2 		$1.26M Sell
64,785
-1,723
-3% -$32.8K ﹤0.01% 782
2024
Q1 		$1.26M Buy
66,508
+586
+0.9% +$11.1K ﹤0.01% 776
2023
Q4 		$1.27M Sell
65,922
-334
-0.5% -$6.31K 0.01% 727
2023
Q3 		$1.22M Buy
+66,256
New +$1.29M 0.01% 698

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Envestnet Portfolio Solutions's EQC Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 64,398 shares — an estimated $1.28M sold.

Envestnet Portfolio Solutions first reported a position in EQC in Q3 2023 and held it in 5 quarters. The position peaked at $1.28M in Q3 2024. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 64,398 Equity Commonwealth shares in Q4 2024, an estimated $1.28M.
  • Envestnet Portfolio Solutions first reported a position in Equity Commonwealth in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Equity Commonwealth position peaked at $1.28M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.