PFGIA
EQC

Patriot Financial Group Insurance Agency’s Equity Commonwealth EQC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-19
Closed -$1K – 1870
2020
Q1 		$1K Hold
19
– – ﹤0.01% 1522
2019
Q4 		$1K Hold
19
– – ﹤0.01% 1281
2019
Q3 		$1K Buy
19
+9
+90% +$302 ﹤0.01% 1260
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1375
2019
Q1 		$0 Buy
+10
New +$321 ﹤0.01% 1329

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 $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
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

Patriot Financial Group Insurance Agency's EQC Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Equity Commonwealth (EQC) in Q2 2020, closing a stake of 19 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in EQC in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 276 funds tracked by Wall St. Rank hold EQC as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Equity Commonwealth position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 19 Equity Commonwealth shares in Q2 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Equity Commonwealth in Q1 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Equity Commonwealth position peaked at $1K in Q1 2020.
  • 276 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.