GWMIA
EQC

Global Wealth Management Investment Advisory’s Equity Commonwealth EQC Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-11
Closed – – 653
2020
Q2 		$0 Hold
11
– – ﹤0.01% 698
2020
Q1 		$0 Sell
11
-10
-48% -$320 ﹤0.01% 677
2019
Q4 		$1K Buy
21
+10
+91% +$321 ﹤0.01% 588
2019
Q3 		$0 Sell
11
-70
-86% -$2.35K ﹤0.01% 747
2019
Q2 		$3K Buy
+81
New +$2.63K ﹤0.01% 528

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 $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $8.43B AUM 52.02% 1-Year Est. Return

Global Wealth Management Investment Advisory's EQC Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Equity Commonwealth (EQC) in Q3 2020, closing a stake of 11 shares.

Global Wealth Management Investment Advisory first reported a position in EQC in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 270 funds tracked by Wall St. Rank hold EQC as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Equity Commonwealth position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 11 Equity Commonwealth shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Equity Commonwealth in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Equity Commonwealth position peaked at $3K in Q2 2019.
  • 270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.