MCC
EQC

Money Concepts Capital’s Equity Commonwealth EQC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-874
Closed -$21.8K – 3021
2022
Q4 		$21.8K Buy
+874
New +$22.3K ﹤0.01% 1635

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

Money Concepts Capital's EQC Position: Q1 2023 in Review

Money Concepts Capital sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 874 shares — an estimated $21.8K sold.

Money Concepts Capital first reported a position in EQC in Q4 2022 and held it in 1 quarter. The position peaked at $21.8K in Q4 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • Money Concepts Capital reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 874 Equity Commonwealth shares in Q1 2023, an estimated $21.8K.
  • Money Concepts Capital first reported a position in Equity Commonwealth in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Equity Commonwealth position peaked at $21.8K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.