PWM
EQC

PRW Wealth Management’s Equity Commonwealth EQC Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-105
Closed -$4K – 708
2019
Q1 		$4K Hold
105
– – ﹤0.01% 438
2018
Q4 		$3K Buy
+105
New +$3.2K ﹤0.01% 482

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

PRW Wealth Management's EQC Position: Q2 2019 in Review

PRW Wealth Management sold out of Equity Commonwealth (EQC) in Q2 2019, closing a stake of 105 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in EQC in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 260 funds tracked by Wall St. Rank hold EQC as of Q2 2019.

  • PRW Wealth Management reported no remaining Equity Commonwealth position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 105 Equity Commonwealth shares in Q2 2019, an estimated $4K.
  • PRW Wealth Management first reported a position in Equity Commonwealth in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Equity Commonwealth position peaked at $4K in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.