LW
EQC

Linscomb Wealth’s Equity Commonwealth EQC Stock Holding History

Linscomb Wealth’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
-17,283
Closed -$548K – 391
2020
Q1 		$548K Sell
17,283
-9,884
-36% -$316K 0.05% 233
2019
Q4 		$892K Buy
+27,167
New +$873K 0.06% 242

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

Linscomb Wealth's EQC Position: Q2 2020 in Review

Linscomb Wealth sold out of Equity Commonwealth (EQC) in Q2 2020, closing a stake of 17,283 shares — an estimated $548K sold.

Linscomb Wealth first reported a position in EQC in Q4 2019 and held it in 2 quarters. The position peaked at $892K in Q4 2019. 276 funds tracked by Wall St. Rank hold EQC as of Q2 2020.

  • Linscomb Wealth reported no remaining Equity Commonwealth position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 17,283 Equity Commonwealth shares in Q2 2020, an estimated $548K.
  • Linscomb Wealth first reported a position in Equity Commonwealth in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Equity Commonwealth position peaked at $892K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.