Private Ocean’s Equity Commonwealth EQC Stock Holding History

Private Ocean’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	-500	Closed	-$13K	–	630
2021 Q3	$13K	Buy	+500	New	+$13.2K	﹤0.01%	402
2018 Q1	–	Sell	-334	Closed	-$10K	–	536
2017 Q4	$10K	Buy	+334	New	+$10.1K	0.01%	237

Other funds holding EQC

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Private Ocean's EQC Position: Q4 2021 in Review

Private Ocean sold out of Equity Commonwealth (EQC) in Q4 2021, closing a stake of 500 shares — an estimated $13K sold.

Private Ocean first reported a position in EQC in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

Private Ocean reported no remaining Equity Commonwealth position as of Q4 2021 after selling out during the quarter.
Private Ocean sold 500 Equity Commonwealth shares in Q4 2021, an estimated $13K.
Private Ocean first reported a position in Equity Commonwealth in Q4 2017 and held it in 2 quarters.
Private Ocean's Equity Commonwealth position peaked at $13K in Q3 2021.
251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

Based on Private Ocean's 13F filing for Q4 2021, filed 25 Jan 2022.