RIG
EQCO.CL

Roosevelt Investment Group’s Equity Commonwealth EQCO.CL Stock Holding History

Roosevelt Investment Group’s Portfolio EQCO.CL Stock Details EQCO.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,100
Closed -$254K – 203
2017
Q1 		$254K Sell
10,100
-16,350
-62% -$406K 0.02% 180
2016
Q4 		$632K Hold
26,450
– – 0.06% 132
2016
Q3 		$682K Hold
26,450
– – 0.05% 124
2016
Q2 		$680K Sell
26,450
-200
-0.8% -$5.02K 0.05% 120
2016
Q1 		$667K Hold
26,650
– – 0.06% 121
2015
Q4 		$653K Sell
26,650
-150
-0.6% -$3.6K 0.04% 152
2015
Q3 		$644K Hold
26,800
– – 0.04% 159
2015
Q2 		$619K Hold
26,800
– – 0.04% 173
2015
Q1 		$648K Sell
26,800
-675
-2% -$16.2K 0.04% 164
2014
Q4 		$634K Hold
27,475
– – 0.04% 165
2014
Q3 		$596K Buy
+27,475
New +$608K 0.03% 170

Other funds holding EQCO.CL

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Roosevelt Investment Group's EQCO.CL Position: Q2 2017 in Review

Roosevelt Investment Group sold out of Equity Commonwealth (EQCO.CL) in Q2 2017, closing a stake of 10,100 shares — an estimated $254K sold.

Roosevelt Investment Group first reported a position in EQCO.CL in Q3 2014 and held it in 11 quarters. The position peaked at $682K in Q3 2016. 4 funds tracked by Wall St. Rank hold EQCO.CL as of Q2 2017.

  • Roosevelt Investment Group reported no remaining Equity Commonwealth position as of Q2 2017 after selling out during the quarter.
  • Roosevelt Investment Group sold 10,100 Equity Commonwealth shares in Q2 2017, an estimated $254K.
  • Roosevelt Investment Group first reported a position in Equity Commonwealth in Q3 2014 and held it in 11 quarters.
  • Roosevelt Investment Group's Equity Commonwealth position peaked at $682K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2017.

Based on Roosevelt Investment Group's 13F filing for Q2 2017, filed 10 Aug 2017.