PMFA
EQC

Plante Moran Financial Advisors’s Equity Commonwealth EQC Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-220
Closed -$6K – 1015
2020
Q3 		$6K Buy
+220
New +$6.8K ﹤0.01% 676

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Plante Moran Financial Advisors's EQC Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Equity Commonwealth (EQC) in Q4 2020, closing a stake of 220 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in EQC in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Equity Commonwealth position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 220 Equity Commonwealth shares in Q4 2020, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Equity Commonwealth in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Equity Commonwealth position peaked at $6K in Q3 2020.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.