RIA
EQC

Regal Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-200
Closed -$5K – 903
2015
Q3 		$5K Hold
200
– – ﹤0.01% 816
2015
Q2 		$5K Hold
200
– – ﹤0.01% 757
2015
Q1 		$5K Hold
200
– – ﹤0.01% 824
2014
Q4 		$5K Hold
200
– – ﹤0.01% 761
2014
Q3 		$5K Hold
200
– – ﹤0.01% 804
2014
Q2 		$5K Hold
200
– – ﹤0.01% 777
2014
Q1 		$5K Hold
200
– – ﹤0.01% 752
2013
Q4 		$5K Hold
200
– – ﹤0.01% 682
2013
Q3 		$4K Hold
200
– – ﹤0.01% 742
2013
Q2 		$5K Buy
+200
New +$4.32K ﹤0.01% 708

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regal Investment Advisors's EQC Position: Q4 2015 in Review

Regal Investment Advisors sold out of Equity Commonwealth (EQC) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in EQC in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q3 2015. 247 funds tracked by Wall St. Rank hold EQC as of Q4 2015.

  • Regal Investment Advisors reported no remaining Equity Commonwealth position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Equity Commonwealth shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in Equity Commonwealth in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Equity Commonwealth position peaked at $5K in Q3 2015.
  • 247 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.