Independent Order of Foresters’s Equity Commonwealth EQC Stock Holding History

Independent Order of Foresters’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
2018 Q2	–	Sell	-5,538	Closed	-$170K	–	86
2018 Q1	$170K	Hold	5,538	–	–	0.16%	83
2017 Q4	$169K	Sell	5,538 -9,893	-64%	-$300K	0.15%	84
2017 Q3	$469K	Hold	15,431	–	–	0.39%	55
2017 Q2	$488K	Hold	15,431	–	–	0.41%	50
2017 Q1	$482K	Hold	15,431	–	–	0.41%	55
2016 Q4	$467K	Sell	15,431 -575	-4%	-$17K	0.39%	56
2016 Q3	$484K	Sell	16,006 -28,000	-64%	-$846K	0.4%	55
2016 Q2	$1.28M	Hold	44,006	–	–	0.95%	29
2016 Q1	$1.24M	Hold	44,006	–	–	0.94%	27
2015 Q4	$1.22M	Hold	44,006	–	–	0.96%	30
2015 Q3	$1.2M	Sell	44,006 -8,400	-16%	-$223K	1.02%	28
2015 Q2	$1.34M	Buy	52,406 +3,000	+6%	+$78.2K	1.28%	23
2015 Q1	$1.31M	Hold	49,406	–	–	1.22%	25
2014 Q4	$1.27M	Buy	49,406 +36,200	+274%	+$924K	1.31%	20
2014 Q3	$339K	Buy	13,206 +10,000	+312%	+$266K	0.34%	69
2014 Q2	$84K	Buy	+3,206	New	+$84.3K	0.08%	103
2014 Q1	–	Sell	-2,649	Closed	-$62K	–	126
2013 Q4	$62K	Hold	2,649	–	–	0.06%	102
2013 Q3	$58K	Sell	2,649 -12,900	-83%	-$307K	0.06%	105
2013 Q2	$360K	Buy	+15,549	New	+$335K	0.36%	70

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Order of Foresters's EQC Position: Q2 2018 in Review

Independent Order of Foresters sold out of Equity Commonwealth (EQC) in Q2 2018, closing a stake of 5,538 shares — an estimated $170K sold.

Independent Order of Foresters first reported a position in EQC in Q2 2013 and held it in 19 quarters. The position peaked at $1.34M in Q2 2015. 244 funds tracked by Wall St. Rank hold EQC as of Q2 2018.

Independent Order of Foresters reported no remaining Equity Commonwealth position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 5,538 Equity Commonwealth shares in Q2 2018, an estimated $170K.
Independent Order of Foresters first reported a position in Equity Commonwealth in Q2 2013 and held it in 19 quarters.
Independent Order of Foresters's Equity Commonwealth position peaked at $1.34M in Q2 2015.
244 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.