IA
EQC

IFP Advisors’s Equity Commonwealth EQC Stock Holding History

IFP Advisors’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
2023
Q3 		– Sell
-212
Closed -$4.29K – 3585
2023
Q2 		$4.29K Buy
+212
New +$4.39K ﹤0.01% 2592
2023
Q1 		– Sell
-44
Closed -$2K – 4505
2022
Q4 		$2K Buy
44
+30
+214% +$767 ﹤0.01% 4245
2022
Q3 		$1K Hold
14
– – ﹤0.01% 4719
2022
Q2 		$1K Hold
14
– – ﹤0.01% 4487
2022
Q1 		$1K Buy
+14
New +$374 ﹤0.01% 4485
2021
Q3 		– Sell
-67
Closed -$2K – 3481
2021
Q2 		$2K Sell
67
-35
-34% -$974 ﹤0.01% 2800
2021
Q1 		$3K Sell
102
-375
-79% -$10.6K ﹤0.01% 2601
2020
Q4 		$13K Sell
477
-633
-57% -$16.9K ﹤0.01% 1970
2020
Q3 		$29K Buy
1,110
+224
+25% +$6.92K ﹤0.01% 1496
2020
Q2 		$30K Buy
886
+407
+85% +$13.4K ﹤0.01% 1433
2020
Q1 		$16K Buy
479
+381
+389% +$12.2K ﹤0.01% 1583
2019
Q4 		$3K Buy
98
+47
+92% +$1.51K ﹤0.01% 2420
2019
Q3 		$2K Buy
+51
New +$1.71K ﹤0.01% 2744
2019
Q1 		– Sell
-592
Closed -$18K – 3534
2018
Q4 		$18K Buy
592
+92
+18% +$2.8K ﹤0.01% 2205
2018
Q3 		$16K Sell
500
-25
-5% -$795 ﹤0.01% 2597
2018
Q2 		$17K Buy
525
+25
+5% +$773 ﹤0.01% 2589
2018
Q1 		$15K Hold
500
– – ﹤0.01% 2576
2017
Q4 		$15K Sell
500
-75
-13% -$2.27K ﹤0.01% 2613
2017
Q3 		$17K Buy
575
+50
+10% +$1.55K ﹤0.01% 2726
2017
Q2 		$17K Hold
525
– – ﹤0.01% 2685
2017
Q1 		$16K Buy
525
+25
+5% +$776 ﹤0.01% 2656
2016
Q4 		$15K Hold
500
– – ﹤0.01% 2672
2016
Q3 		$15K Hold
500
– – ﹤0.01% 2605
2016
Q2 		$15K Buy
+500
New +$14.2K ﹤0.01% 2551
2016
Q1 		– Sell
-238
Closed -$7K – 3515
2015
Q4 		$7K Buy
+238
New +$6.67K ﹤0.01% 2797

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFP Advisors's EQC Position: Q3 2023 in Review

IFP Advisors sold out of Equity Commonwealth (EQC) in Q3 2023, closing a stake of 212 shares — an estimated $4.29K sold.

IFP Advisors first reported a position in EQC in Q4 2015 and held it in 25 quarters. The position peaked at $30K in Q2 2020. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2023.

  • IFP Advisors reported no remaining Equity Commonwealth position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 212 Equity Commonwealth shares in Q3 2023, an estimated $4.29K.
  • IFP Advisors first reported a position in Equity Commonwealth in Q4 2015 and held it in 25 quarters.
  • IFP Advisors's Equity Commonwealth position peaked at $30K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.