MWP
EQC

Meridian Wealth Partners’s Equity Commonwealth EQC Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-176
Closed -$5K – 1336
2021
Q1 		$5K Buy
+176
New +$4.97K ﹤0.01% 733

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's EQC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 176 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in EQC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 176 Equity Commonwealth shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in Equity Commonwealth in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Equity Commonwealth position peaked at $5K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.