JA
EQC

JOYN Advisors’s Equity Commonwealth EQC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-246
Closed -$7K – 1487
2018
Q4 		$7K Sell
246
-976
-80% -$29.7K ﹤0.01% 1145
2018
Q3 		$39K Sell
1,222
-233
-16% -$7.41K 0.01% 462
2018
Q2 		$46K Sell
1,455
-1,664
-53% -$51.5K 0.01% 422
2018
Q1 		$96K Buy
+3,119
New +$92.7K 0.02% 282

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
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

JOYN Advisors's EQC Position: Q1 2019 in Review

JOYN Advisors sold out of Equity Commonwealth (EQC) in Q1 2019, closing a stake of 246 shares — an estimated $7K sold.

JOYN Advisors first reported a position in EQC in Q1 2018 and held it in 4 quarters. The position peaked at $96K in Q1 2018. 263 funds tracked by Wall St. Rank hold EQC as of Q1 2019.

  • JOYN Advisors reported no remaining Equity Commonwealth position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 246 Equity Commonwealth shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Equity Commonwealth in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Equity Commonwealth position peaked at $96K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.