EW
EQC

Evoke Wealth’s Equity Commonwealth EQC Stock Holding History

Evoke Wealth’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
-2,230
Closed -$67K – 1085
2020
Q3 		$67K Buy
2,230
+390
+21% +$12.1K 0.01% 329
2020
Q2 		$59K Sell
1,840
-3,139
-63% -$104K 0.01% 334
2020
Q1 		$158K Sell
4,979
-659
-12% -$21.1K 0.02% 208
2019
Q4 		$185K Buy
5,638
+3,095
+122% +$99.5K 0.02% 233
2019
Q3 		$87.1K Buy
+2,543
New +$85.5K 0.01% 393

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 $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Evoke Wealth's EQC Position: Q4 2020 in Review

Evoke Wealth sold out of Equity Commonwealth (EQC) in Q4 2020, closing a stake of 2,230 shares — an estimated $67K sold.

Evoke Wealth first reported a position in EQC in Q3 2019 and held it in 5 quarters. The position peaked at $185K in Q4 2019. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

  • Evoke Wealth reported no remaining Equity Commonwealth position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 2,230 Equity Commonwealth shares in Q4 2020, an estimated $67K.
  • Evoke Wealth first reported a position in Equity Commonwealth in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's Equity Commonwealth position peaked at $185K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.