OPS
EQC

Orion Portfolio Solutions’s Equity Commonwealth EQC Stock Holding History

Orion Portfolio 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
2020
Q3 		– Sell
-88
Closed -$3K – 2134
2020
Q2 		$3K Sell
88
-344
-80% -$11.4K ﹤0.01% 1707
2020
Q1 		$14K Sell
432
-122
-22% -$3.9K ﹤0.01% 961
2019
Q4 		$18K Buy
+554
New +$17.8K ﹤0.01% 819

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Orion Portfolio Solutions's EQC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Equity Commonwealth (EQC) in Q3 2020, closing a stake of 88 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in EQC in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 270 funds tracked by Wall St. Rank hold EQC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Equity Commonwealth position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 88 Equity Commonwealth shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Equity Commonwealth in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Equity Commonwealth position peaked at $18K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.