LBA Wealth Management’s Equity Commonwealth EQC Stock Holding History

LBA 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
2017 Q1	$31K	Sell	1,000 -500	-33%	-$15.5K	0.02%	242
2016 Q4	$45K	Hold	1,500	–	–	0.02%	201
2016 Q3	$45K	Hold	1,500	–	–	0.03%	211
2016 Q2	$44K	Hold	1,500	–	–	0.02%	204
2016 Q1	$42K	Sell	1,500 -1,500	-50%	-$40.5K	0.02%	204
2015 Q4	$83K	Hold	3,000	–	–	0.05%	179
2015 Q3	$82K	Buy	+3,000	New	+$79.5K	0.05%	159
2015 Q2	–	Sell	-500	Closed	-$13K	–	335
2015 Q1	$13K	Hold	500	–	–	0.01%	222
2014 Q4	$13K	Hold	500	–	–	0.01%	219
2014 Q3	$13K	Buy	+500	New	+$13.3K	0.01%	267

Other funds holding EQC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JSP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

LBA Wealth Management's EQC Position: Q1 2017 in Review

LBA Wealth Management reduced its Equity Commonwealth (EQC) stake by 33% in Q1 2017, selling an estimated $15.5K and leaving 1,000 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #242.

LBA Wealth Management first reported a position in EQC in Q3 2014 and has held it in 10 quarters since. The position peaked at $83K in Q4 2015. 253 funds tracked by Wall St. Rank hold EQC as of Q1 2017.

LBA Wealth Management held 1,000 shares of Equity Commonwealth worth $31K as of Q1 2017.
LBA Wealth Management sold 500 Equity Commonwealth shares in Q1 2017, an estimated $15.5K.
Equity Commonwealth made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #242 holding.
LBA Wealth Management first reported a position in Equity Commonwealth in Q3 2014 and has held it in 10 quarters since.
LBA Wealth Management's Equity Commonwealth position peaked at $83K in Q4 2015.
253 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.