MGIA
EQC

Moneta Group Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-545
Closed -$15K – 436
2015
Q3 		$15K Buy
+545
New +$14.4K ﹤0.01% 366

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moneta Group Investment Advisors's EQC Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Equity Commonwealth (EQC) in Q4 2015, closing a stake of 545 shares — an estimated $15K sold.

Moneta Group Investment Advisors first reported a position in EQC in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 247 funds tracked by Wall St. Rank hold EQC as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Equity Commonwealth position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 545 Equity Commonwealth shares in Q4 2015, an estimated $15K.
  • Moneta Group Investment Advisors first reported a position in Equity Commonwealth in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Equity Commonwealth position peaked at $15K in Q3 2015.
  • 247 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.