PWP
EQC

Private Wealth Partners’s Equity Commonwealth EQC Stock Holding History

Private Wealth Partners’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
2019
Q1 		– Sell
-33,800
Closed -$1.01M – 121
2018
Q4 		$1.01M Sell
33,800
-1,000
-3% -$30.5K 0.2% 55
2018
Q3 		$1.12M Hold
34,800
– – 0.17% 68
2018
Q2 		$1.1M Sell
34,800
-9,100
-21% -$281K 0.18% 69
2018
Q1 		$1.35M Sell
43,900
-11,700
-21% -$348K 0.23% 65
2017
Q4 		$1.7M Sell
55,600
-2,500
-4% -$75.7K 0.31% 59
2017
Q3 		$1.77M Sell
58,100
-6,600
-10% -$204K 0.36% 57
2017
Q2 		$2.04M Hold
64,700
– – 0.44% 53
2017
Q1 		$2.02M Sell
64,700
-200
-0.3% -$6.2K 0.45% 52
2016
Q4 		$1.96M Sell
64,900
-4,700
-7% -$139K 0.47% 48
2016
Q3 		$2.1M Buy
69,600
+19,200
+38% +$580K 0.51% 47
2016
Q2 		$1.47M Sell
50,400
-800
-2% -$22.7K 0.35% 57
2016
Q1 		$1.45M Buy
51,200
+800
+2% +$21.6K 0.35% 60
2015
Q4 		$1.4M Buy
50,400
+2,700
+6% +$75.6K 0.33% 61
2015
Q3 		$1.3M Buy
+47,700
New +$1.26M 0.33% 62

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Private Wealth Partners's EQC Position: Q1 2019 in Review

Private Wealth Partners sold out of Equity Commonwealth (EQC) in Q1 2019, closing a stake of 33,800 shares — an estimated $1.01M sold.

Private Wealth Partners first reported a position in EQC in Q3 2015 and held it in 14 quarters. The position peaked at $2.1M in Q3 2016. 263 funds tracked by Wall St. Rank hold EQC as of Q1 2019.

  • Private Wealth Partners reported no remaining Equity Commonwealth position as of Q1 2019 after selling out during the quarter.
  • Private Wealth Partners sold 33,800 Equity Commonwealth shares in Q1 2019, an estimated $1.01M.
  • Private Wealth Partners first reported a position in Equity Commonwealth in Q3 2015 and held it in 14 quarters.
  • Private Wealth Partners's Equity Commonwealth position peaked at $2.1M in Q3 2016.
  • 263 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2019.

Based on Private Wealth Partners's 13F filing for Q1 2019, filed 2 May 2019.