PWMG
EQC

Prestige Wealth Management Group’s Equity Commonwealth EQC Stock Holding History

Prestige Wealth Management Group’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
-104
Closed -$3K – 1058
2020
Q3 		$3K Hold
104
– – ﹤0.01% 656
2020
Q2 		$3K Hold
104
– – ﹤0.01% 647
2020
Q1 		$3K Buy
+104
New +$3.33K ﹤0.01% 604
2019
Q1 		– Sell
-148
Closed -$4K – 1176
2018
Q4 		$4K Buy
+148
New +$4.51K ﹤0.01% 683

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Prestige Wealth Management Group's EQC Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of Equity Commonwealth (EQC) in Q4 2020, closing a stake of 104 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in EQC in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q4 2018. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining Equity Commonwealth position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 104 Equity Commonwealth shares in Q4 2020, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Equity Commonwealth in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Equity Commonwealth position peaked at $4K in Q4 2018.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.