IRF
EQC

IBM Retirement Fund’s Equity Commonwealth EQC Stock Holding History

IBM Retirement Fund’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
-9,738
Closed -$259K – 782
2020
Q3 		$259K Buy
9,738
+1,055
+12% +$32.6K 0.02% 569
2020
Q2 		$280K Sell
8,683
-151
-2% -$4.99K 0.04% 415
2020
Q1 		$280K Buy
8,834
+1,113
+14% +$35.6K 0.05% 357
2019
Q4 		$253K Sell
7,721
-103
-1% -$3.31K 0.05% 356
2019
Q3 		$268K Hold
7,824
– – 0.05% 331
2019
Q2 		$254K Buy
7,824
+17
+0.2% +$552 0.05% 349
2019
Q1 		$255K Hold
7,807
– – 0.05% 333
2018
Q4 		$234K Sell
7,807
-152
-2% -$4.63K 0.05% 321
2018
Q3 		$255K Sell
7,959
-306
-4% -$9.73K 0.06% 364
2018
Q2 		$260K Sell
8,265
-345
-4% -$10.7K 0.05% 390
2018
Q1 		$264K Buy
+8,610
New +$256K 0.05% 415
2017
Q1 		– Sell
-9,523
Closed -$288K – 766
2016
Q4 		$288K Sell
9,523
-2,151
-18% -$63.7K 0.01% 790
2016
Q3 		$353K Sell
11,674
-655
-5% -$19.8K 0.02% 771
2016
Q2 		$359K Sell
12,329
-746
-6% -$21.2K 0.01% 786
2016
Q1 		$369K Sell
13,075
-16,899
-56% -$457K 0.01% 756
2015
Q4 		$831K Buy
29,974
+2,256
+8% +$63.2K 0.02% 813
2015
Q3 		$755K Sell
27,718
-2,393
-8% -$63.4K 0.02% 753
2015
Q2 		$773K Buy
30,111
+1,708
+6% +$44.5K 0.01% 859
2015
Q1 		$754K Hold
28,403
– – 0.01% 862
2014
Q4 		$729K Buy
28,403
+2,966
+12% +$75.7K 0.01% 869
2014
Q3 		$654K Sell
25,437
-3,338
-12% -$88.9K 0.01% 867
2014
Q2 		$763K Sell
28,775
-443
-2% -$11.7K 0.01% 875
2014
Q1 		$777K Sell
29,218
-16,942
-37% -$433K 0.02% 849
2013
Q4 		$1.08M Sell
46,160
-2,082
-4% -$49.4K 0.01% 874
2013
Q3 		$1.06M Sell
48,242
-6,562
-12% -$156K 0.01% 875
2013
Q2 		$1.27M Buy
+54,804
New +$1.18M 0.02% 847

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

IBM Retirement Fund's EQC Position: Q4 2020 in Review

IBM Retirement Fund sold out of Equity Commonwealth (EQC) in Q4 2020, closing a stake of 9,738 shares — an estimated $259K sold.

IBM Retirement Fund first reported a position in EQC in Q2 2013 and held it in 26 quarters. The position peaked at $1.27M in Q2 2013. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

  • IBM Retirement Fund reported no remaining Equity Commonwealth position as of Q4 2020 after selling out during the quarter.
  • IBM Retirement Fund sold 9,738 Equity Commonwealth shares in Q4 2020, an estimated $259K.
  • IBM Retirement Fund first reported a position in Equity Commonwealth in Q2 2013 and held it in 26 quarters.
  • IBM Retirement Fund's Equity Commonwealth position peaked at $1.27M in Q2 2013.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on IBM Retirement Fund's 13F filing for Q4 2020, filed 25 Jan 2021.