Gary Goldberg Planning Services’s Equity Commonwealth EQC Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$16K	Hold	625	–	–	0.01%	313
2014 Q3	$16K	Buy	+625	New	+$16.6K	0.01%	331
2014 Q2	–	Sell	-625	Closed	-$16K	–	467
2014 Q1	$16K	Hold	625	–	–	0.01%	292
2013 Q4	$15K	Hold	625	–	–	0.01%	266
2013 Q3	$14K	Hold	625	–	–	0.01%	268
2013 Q2	$14K	Buy	+625	New	+$13.5K	0.01%	274

Other funds holding EQC

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Gary Goldberg Planning Services's EQC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Equity Commonwealth (EQC) position steady in Q4 2014 at 625 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #313.

Gary Goldberg Planning Services first reported a position in EQC in Q2 2013 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold EQC as of Q4 2014.

Gary Goldberg Planning Services held 625 shares of Equity Commonwealth worth $16K as of Q4 2014.
Gary Goldberg Planning Services left its Equity Commonwealth share count unchanged in Q4 2014.
Equity Commonwealth made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #313 holding.
Gary Goldberg Planning Services first reported a position in Equity Commonwealth in Q2 2013 and has held it in 6 quarters since.
222 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.