Oakworth Capital’s Equity Commonwealth EQC Stock Holding History

Oakworth 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
2019 Q3	–	Sell	-3,110	Closed	-$102K	–	650
2019 Q2	$102K	Buy	+3,110	New	+$101K	0.02%	233
2015 Q2	–	Sell	-9	Closed	–	–	556
2015 Q1	$0	Hold	9	–	–	﹤0.01%	551
2014 Q4	$0	Buy	+9	New	+$230	﹤0.01%	563
2014 Q3	–	Sell	-9	Closed	–	–	519
2014 Q2	$0	Hold	9	–	–	﹤0.01%	519
2014 Q1	$0	Hold	9	–	–	﹤0.01%	519
2013 Q4	$0	Buy	+9	New	+$213	﹤0.01%	504

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Oakworth Capital's EQC Position: Q3 2019 in Review

Oakworth Capital sold out of Equity Commonwealth (EQC) in Q3 2019, closing a stake of 3,110 shares — an estimated $102K sold.

Oakworth Capital first reported a position in EQC in Q4 2013 and held it in 6 quarters. The position peaked at $102K in Q2 2019. 268 funds tracked by Wall St. Rank hold EQC as of Q3 2019.

Oakworth Capital reported no remaining Equity Commonwealth position as of Q3 2019 after selling out during the quarter.
Oakworth Capital sold 3,110 Equity Commonwealth shares in Q3 2019, an estimated $102K.
Oakworth Capital first reported a position in Equity Commonwealth in Q4 2013 and held it in 6 quarters.
Oakworth Capital's Equity Commonwealth position peaked at $102K in Q2 2019.
268 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2019.

Based on Oakworth Capital's 13F filing for Q3 2019, filed 13 Nov 2019.