IWM
EQC

IHT Wealth Management’s Equity Commonwealth EQC Stock Holding History

IHT Wealth 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
2022
Q1 		– Sell
-9,737
Closed -$252K – 862
2021
Q4 		$252K Sell
9,737
-13,011
-57% -$339K 0.02% 670
2021
Q3 		$591K Sell
22,748
-213
-0.9% -$5.6K 0.05% 374
2021
Q2 		$602K Hold
22,961
– – 0.04% 464
2021
Q1 		$638K Hold
22,961
– – 0.05% 385
2020
Q4 		$626K Buy
22,961
+2,389
+12% +$63.7K 0.05% 342
2020
Q3 		$548K Buy
20,572
+1,950
+10% +$60.3K 0.06% 328
2020
Q2 		$600K Hold
18,622
– – 0.08% 255
2020
Q1 		$591K Hold
18,622
– – 0.09% 252
2019
Q4 		$611K Sell
18,622
-700
-4% -$22.5K 0.07% 291
2019
Q3 		$662K Sell
19,322
-1,850
-9% -$62.2K 0.09% 266
2019
Q2 		$689K Hold
21,172
– – 0.1% 229
2019
Q1 		$692K Sell
21,172
-200
-0.9% -$6.41K 0.12% 210
2018
Q4 		$641K Buy
21,372
+9,705
+83% +$296K 0.12% 197
2018
Q3 		$374K Hold
11,667
– – 0.08% 283
2018
Q2 		$368K Hold
11,667
– – 0.09% 259
2018
Q1 		$353K Hold
11,667
– – 0.09% 242
2017
Q4 		$346K Hold
11,667
– – 0.09% 260
2017
Q3 		$356K Hold
11,667
– – 0.15% 161
2017
Q2 		$4 Hold
11,667
– – ﹤0.01% 1143
2017
Q1 		$367K Sell
11,667
-200
-2% -$6.2K 0.24% 101
2016
Q4 		$361K Buy
+11,867
New +$351K 0.27% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's EQC Position: Q1 2022 in Review

IHT Wealth Management sold out of Equity Commonwealth (EQC) in Q1 2022, closing a stake of 9,737 shares — an estimated $252K sold.

IHT Wealth Management first reported a position in EQC in Q4 2016 and held it in 21 quarters. The position peaked at $692K in Q1 2019. 247 funds tracked by Wall St. Rank hold EQC as of Q1 2022.

  • IHT Wealth Management reported no remaining Equity Commonwealth position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 9,737 Equity Commonwealth shares in Q1 2022, an estimated $252K.
  • IHT Wealth Management first reported a position in Equity Commonwealth in Q4 2016 and held it in 21 quarters.
  • IHT Wealth Management's Equity Commonwealth position peaked at $692K in Q1 2019.
  • 247 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.