NFG
EQC

Next Financial Group’s Equity Commonwealth EQC Stock Holding History

Next Financial Group’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
Q4 		$1.14M Buy
43,975
+29,000
+194% +$755K 0.07% 295
2021
Q3 		$389K Buy
14,975
+3,057
+26% +$80.4K 0.03% 569
2021
Q2 		$312K Buy
11,918
+963
+9% +$26.8K 0.03% 659
2021
Q1 		$305K Sell
10,955
-112
-1% -$3.17K 0.03% 623
2020
Q4 		$302K Buy
11,067
+2,187
+25% +$58.3K 0.03% 562
2020
Q3 		$268K Buy
8,880
+475
+6% +$14.7K 0.03% 531
2020
Q2 		$271K Sell
8,405
-154
-2% -$5.09K 0.03% 450
2020
Q1 		$271K Buy
8,559
+1,361
+19% +$43.6K 0.03% 452
2019
Q4 		$236K Buy
7,198
+4,146
+136% +$133K 0.02% 638
2019
Q3 		$105K Buy
3,052
+289
+10% +$9.71K 0.01% 890
2019
Q2 		$90K Sell
2,763
-73
-3% -$2.37K 0.01% 951
2019
Q1 		$93K Buy
+2,836
New +$90.9K 0.02% 558
2017
Q1 		– Sell
-250
Closed -$8K – 2333
2016
Q4 		$8K Hold
250
– – ﹤0.01% 1771
2016
Q3 		$8K Hold
250
– – ﹤0.01% 1779
2016
Q2 		$7K Hold
250
– – ﹤0.01% 1337
2016
Q1 		$7K Hold
250
– – ﹤0.01% 1298
2015
Q4 		$6K Hold
250
– – ﹤0.01% 1351
2015
Q3 		$6K Hold
250
– – ﹤0.01% 1385
2015
Q2 		$6K Hold
250
– – ﹤0.01% 1442
2015
Q1 		$6K Hold
250
– – ﹤0.01% 1449
2014
Q4 		$6K Hold
250
– – ﹤0.01% 1452
2014
Q3 		$6K Buy
+250
New +$6.66K ﹤0.01% 1998

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Next Financial Group's EQC Position: Q4 2021 in Review

Next Financial Group increased its Equity Commonwealth (EQC) stake by 194% in Q4 2021, buying an estimated $755K and bringing the position to 43,975 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #295.

Next Financial Group first reported a position in EQC in Q3 2014 and has held it in 22 quarters since. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

  • Next Financial Group held 43,975 shares of Equity Commonwealth worth $1.14M as of Q4 2021.
  • Next Financial Group bought 29,000 Equity Commonwealth shares in Q4 2021, an estimated $755K.
  • Equity Commonwealth made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #295 holding.
  • Next Financial Group first reported a position in Equity Commonwealth in Q3 2014 and has held it in 22 quarters since.
  • 251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.