GBBWRPM
EQC

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Equity Commonwealth EQC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017
Q4 		– Sell
-129
Closed -$3K – 471
2017
Q3 		$3K Hold
129
– – ﹤0.01% 367
2017
Q2 		$4K Hold
129
– – ﹤0.01% 332
2017
Q1 		$5K Hold
129
– – ﹤0.01% 351
2016
Q4 		$4K Hold
129
– – ﹤0.01% 415
2016
Q3 		$3K Buy
+129
New +$3.9K ﹤0.01% 382

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.44% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's EQC Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Equity Commonwealth (EQC) in Q4 2017, closing a stake of 129 shares — an estimated $3K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EQC in Q3 2016 and held it in 5 quarters. The position peaked at $5K in Q1 2017. 246 funds tracked by Wall St. Rank hold EQC as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Equity Commonwealth position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 129 Equity Commonwealth shares in Q4 2017, an estimated $3K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Equity Commonwealth in Q3 2016 and held it in 5 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Equity Commonwealth position peaked at $5K in Q1 2017.
  • 246 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.