OFW
EQC

Omnia Family Wealth’s Equity Commonwealth EQC Stock Holding History

Omnia Family Wealth’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
-77
Closed -$2K – 701
2017
Q2 		$2K Hold
77
– – ﹤0.01% 627
2017
Q1 		$2K Hold
77
– – ﹤0.01% 627
2016
Q4 		$2K Buy
+77
New +$2.28K ﹤0.01% 638

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Omnia Family Wealth's EQC Position: Q3 2017 in Review

Omnia Family Wealth sold out of Equity Commonwealth (EQC) in Q3 2017, closing a stake of 77 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in EQC in Q4 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 241 funds tracked by Wall St. Rank hold EQC as of Q3 2017.

  • Omnia Family Wealth reported no remaining Equity Commonwealth position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 77 Equity Commonwealth shares in Q3 2017, an estimated $2K.
  • Omnia Family Wealth first reported a position in Equity Commonwealth in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Equity Commonwealth position peaked at $2K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.