LFA
EQC

Legacy Financial Advisors’s Equity Commonwealth EQC Stock Holding History

Legacy Financial 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
2020
Q2 		– Sell
-13,835
Closed -$470K – 52
2020
Q1 		$470K Sell
13,835
-665
-5% -$21.3K 0.17% 43
2019
Q4 		$476K Buy
14,500
+7,845
+118% +$252K 0.15% 65
2019
Q3 		$228K Sell
6,655
-105
-2% -$3.53K 0.08% 105
2019
Q2 		$220K Sell
6,760
-155
-2% -$5.03K 0.08% 105
2019
Q1 		$226K Sell
6,915
-605
-8% -$19.4K 0.08% 101
2018
Q4 		$226K Buy
+7,520
New +$229K 0.09% 94

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Legacy Financial Advisors's EQC Position: Q2 2020 in Review

Legacy Financial Advisors sold out of Equity Commonwealth (EQC) in Q2 2020, closing a stake of 13,835 shares — an estimated $470K sold.

Legacy Financial Advisors first reported a position in EQC in Q4 2018 and held it in 6 quarters. The position peaked at $476K in Q4 2019. 276 funds tracked by Wall St. Rank hold EQC as of Q2 2020.

  • Legacy Financial Advisors reported no remaining Equity Commonwealth position as of Q2 2020 after selling out during the quarter.
  • Legacy Financial Advisors sold 13,835 Equity Commonwealth shares in Q2 2020, an estimated $470K.
  • Legacy Financial Advisors first reported a position in Equity Commonwealth in Q4 2018 and held it in 6 quarters.
  • Legacy Financial Advisors's Equity Commonwealth position peaked at $476K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2020.

Based on Legacy Financial Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.