Fusion Family Wealth’s Equity Commonwealth EQC Stock Holding History

Fusion Family 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
2021 Q2	–	Sell	-45	Closed	-$1K	–	106
2021 Q1	$1K	Hold	45	–	–	﹤0.01%	105
2020 Q4	$1K	Hold	45	–	–	﹤0.01%	98
2020 Q3	$1K	Hold	45	–	–	﹤0.01%	103
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	105
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	125
2019 Q4	$1K	Hold	45	–	–	﹤0.01%	135
2019 Q3	$2K	Hold	45	–	–	﹤0.01%	130
2019 Q2	$1K	Hold	45	–	–	﹤0.01%	152
2019 Q1	$1K	Hold	45	–	–	﹤0.01%	153
2018 Q4	$1K	Hold	45	–	–	﹤0.01%	253
2018 Q3	$1K	Hold	45	–	–	﹤0.01%	268
2018 Q2	$1K	Hold	45	–	–	﹤0.01%	291
2018 Q1	$1K	Hold	45	–	–	﹤0.01%	273
2017 Q4	$1K	Buy	+45	New	+$1.36K	﹤0.01%	282
2017 Q1	–	Sell	-45	Closed	-$1K	–	413
2016 Q4	$1K	Buy	+45	New	+$1.33K	﹤0.01%	374

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fusion Family Wealth's EQC Position: Q2 2021 in Review

Fusion Family Wealth sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 45 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in EQC in Q4 2016 and held it in 15 quarters. The position peaked at $2K in Q2 2020. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

Fusion Family Wealth reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 45 Equity Commonwealth shares in Q2 2021, an estimated $1K.
Fusion Family Wealth first reported a position in Equity Commonwealth in Q4 2016 and held it in 15 quarters.
Fusion Family Wealth's Equity Commonwealth position peaked at $2K in Q2 2020.
267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.