MLFP
EQC

MPS Loria Financial Planners’s Equity Commonwealth EQC Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-400
Closed -$12K – 355
2017
Q2 		$12K Buy
+400
New +$12.6K 0.01% 281

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.44% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

MPS Loria Financial Planners's EQC Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Equity Commonwealth (EQC) in Q3 2017, closing a stake of 400 shares — an estimated $12K sold.

MPS Loria Financial Planners first reported a position in EQC in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 241 funds tracked by Wall St. Rank hold EQC as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Equity Commonwealth position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 400 Equity Commonwealth shares in Q3 2017, an estimated $12K.
  • MPS Loria Financial Planners first reported a position in Equity Commonwealth in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Equity Commonwealth position peaked at $12K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.