Optimum Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Optimum Investment Advisors’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	–	Sell	-300	Closed	-$8K	–	876
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	706
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	784
2021 Q1	$8K	Hold	300	–	–	﹤0.01%	794
2020 Q4	$8K	Hold	300	–	–	﹤0.01%	757
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	723
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	704
2020 Q1	$10K	Hold	300	–	–	﹤0.01%	686
2019 Q4	$10K	Hold	300	–	–	﹤0.01%	779
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	807
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	788
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	815
2018 Q4	$9K	Hold	300	–	–	﹤0.01%	778
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	849
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	863
2018 Q1	$9K	Buy	+300	New	+$8.91K	﹤0.01%	836
2014 Q4	–	Sell	-1,000	Closed	-$26K	–	1030
2014 Q3	$26K	Buy	+1,000	New	+$26.6K	0.01%	600
2014 Q2	–	Sell	-1,000	Closed	-$26K	–	933
2014 Q1	$26K	Hold	1,000	–	–	0.01%	477
2013 Q4	$23K	Hold	1,000	–	–	0.01%	496
2013 Q3	$22K	Buy	+1,000	New	+$23.8K	0.01%	481

Other funds holding EQC

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Optimum Investment Advisors's EQC Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Equity Commonwealth (EQC) in Q4 2021, closing a stake of 300 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in EQC in Q3 2013 and held it in 19 quarters. The position peaked at $26K in Q3 2014. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

Optimum Investment Advisors reported no remaining Equity Commonwealth position as of Q4 2021 after selling out during the quarter.
Optimum Investment Advisors sold 300 Equity Commonwealth shares in Q4 2021, an estimated $8K.
Optimum Investment Advisors first reported a position in Equity Commonwealth in Q3 2013 and held it in 19 quarters.
Optimum Investment Advisors's Equity Commonwealth position peaked at $26K in Q3 2014.
251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.