MFS
EQC

MSI Financial Services’s Equity Commonwealth EQC Stock Holding History

MSI Financial Services’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
2016
Q4 		$10K Sell
320
-37
-10% -$1.09K ﹤0.01% 2815
2016
Q3 		$11K Sell
357
-88
-20% -$2.66K ﹤0.01% 2756
2016
Q2 		$13K Buy
445
+125
+39% +$3.55K ﹤0.01% 2619
2016
Q1 		$9K Hold
320
– – ﹤0.01% 2856
2015
Q4 		$9K Buy
320
+100
+45% +$2.8K ﹤0.01% 2786
2015
Q3 		$6K Hold
220
– – ﹤0.01% 2340
2015
Q2 		$6K Sell
220
-104
-32% -$2.71K ﹤0.01% 2380
2015
Q1 		$9K Buy
324
+304
+1,520% +$7.99K ﹤0.01% 2210
2014
Q4 		$1K Sell
20
-859
-98% -$21.9K ﹤0.01% 2555
2014
Q3 		$23K Hold
879
– – ﹤0.01% 1444
2014
Q2 		$23K Hold
879
– – ﹤0.01% 1439
2014
Q1 		$23K Buy
879
+759
+633% +$19.4K ﹤0.01% 1386
2013
Q4 		$3K Sell
120
-120
-50% -$2.85K ﹤0.01% 2180
2013
Q3 		$6K Buy
240
+120
+100% +$2.86K ﹤0.01% 1653
2013
Q2 		$3K Buy
+120
New +$2.59K ﹤0.01% 2025

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

MSI Financial Services's EQC Position: Q4 2016 in Review

MSI Financial Services reduced its Equity Commonwealth (EQC) stake by 10% in Q4 2016, selling an estimated $1.09K and leaving 320 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

MSI Financial Services first reported a position in EQC in Q2 2013 and has held it in 15 quarters since. The position peaked at $23K in Q3 2014. 282 funds tracked by Wall St. Rank hold EQC as of Q4 2016.

  • MSI Financial Services held 320 shares of Equity Commonwealth worth $10K as of Q4 2016.
  • MSI Financial Services sold 37 Equity Commonwealth shares in Q4 2016, an estimated $1.09K.
  • Equity Commonwealth made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2815 holding.
  • MSI Financial Services first reported a position in Equity Commonwealth in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Equity Commonwealth position peaked at $23K in Q3 2014.
  • 282 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.