Old Mutual Customised Solutions’s Equity Commonwealth EQC Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$343K	Buy	+10,900	New	+$337K	0.03%	468
2017 Q4	–	Sell	-4,600	Closed	-$140K	–	775
2017 Q3	$140K	Hold	4,600	–	–	0.02%	610
2017 Q2	$145K	Hold	4,600	–	–	0.02%	588
2017 Q1	$144K	Hold	4,600	–	–	0.02%	589
2016 Q4	$139K	Hold	4,600	–	–	0.03%	590
2016 Q3	$139K	Sell	4,600 -5,600	-55%	-$169K	0.04%	480
2016 Q2	$297K	Hold	10,200	–	–	0.07%	316
2016 Q1	$288K	Hold	10,200	–	–	0.07%	325
2015 Q4	$283K	Hold	10,200	–	–	0.07%	331
2015 Q3	$278K	Sell	10,200 -4,800	-32%	-$127K	0.08%	319
2015 Q2	$385K	Buy	15,000 +11,500	+329%	+$300K	0.09%	277
2015 Q1	$93K	Hold	3,500	–	–	0.02%	644
2014 Q4	$90K	Hold	3,500	–	–	0.03%	610
2014 Q3	$90K	Hold	3,500	–	–	0.03%	597
2014 Q2	$92K	Hold	3,500	–	–	0.02%	616
2014 Q1	$92K	Hold	3,500	–	–	0.02%	613
2013 Q4	$82K	Hold	3,500	–	–	0.02%	636
2013 Q3	$77K	Sell	3,500 -1,300	-27%	-$31K	0.02%	641
2013 Q2	$111K	Buy	+4,800	New	+$104K	0.03%	582

Other funds holding EQC

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

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

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Old Mutual Customised Solutions's EQC Position: Q2 2018 in Review

Old Mutual Customised Solutions opened a new position in Equity Commonwealth (EQC) in Q2 2018: 10,900 shares worth $343K. The stake represents 0.03% of the portfolio and ranks #468 among its holdings. This is a return to the name: Old Mutual Customised Solutions previously reported a position in EQC as recently as Q3 2017.

Old Mutual Customised Solutions first reported a position in EQC in Q2 2013 and has held it in 19 quarters since. The position peaked at $385K in Q2 2015. 244 funds tracked by Wall St. Rank hold EQC as of Q2 2018.

Old Mutual Customised Solutions held 10,900 shares of Equity Commonwealth worth $343K as of Q2 2018.
Equity Commonwealth was a new Old Mutual Customised Solutions position in Q2 2018.
Equity Commonwealth made up 0.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #468 holding.
Old Mutual Customised Solutions first reported a position in Equity Commonwealth in Q2 2013 and has held it in 19 quarters since.
Old Mutual Customised Solutions's Equity Commonwealth position peaked at $385K in Q2 2015.
244 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.