Rowland Carmichael Advisors’s Equity Commonwealth EQC Stock Holding History

Rowland Carmichael 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
2020 Q4	$253K	Buy	9,276 +1,182	+15%	+$31.5K	0.08%	261
2020 Q3	$216K	Buy	8,094 +1,444	+22%	+$44.6K	0.08%	260
2020 Q2	$214K	Buy	+6,650	New	+$220K	0.09%	252
2020 Q1	–	Sell	-7,958	Closed	-$261K	–	372
2019 Q4	$261K	Buy	7,958 +1,136	+17%	+$36.5K	0.09%	252
2019 Q3	$234K	Sell	6,822 -2,330	-25%	-$78.3K	0.08%	255
2019 Q2	$298K	Hold	9,152	–	–	0.1%	204
2019 Q1	$299K	Buy	9,152 +1,567	+21%	+$50.2K	0.11%	194
2018 Q4	$228K	Sell	7,585 -590	-7%	-$18K	0.1%	201
2018 Q3	$262K	Hold	8,175	–	–	0.1%	221
2018 Q2	$258K	Buy	+8,175	New	+$253K	0.11%	219

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Rowland Carmichael Advisors's EQC Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Equity Commonwealth (EQC) stake by 15% in Q4 2020, buying an estimated $31.5K and bringing the position to 9,276 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #261.

Rowland Carmichael Advisors first reported a position in EQC in Q2 2018 and has held it in 10 quarters since. The position peaked at $299K in Q1 2019. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

Rowland Carmichael Advisors held 9,276 shares of Equity Commonwealth worth $253K as of Q4 2020.
Rowland Carmichael Advisors bought 1,182 Equity Commonwealth shares in Q4 2020, an estimated $31.5K.
Equity Commonwealth made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #261 holding.
Rowland Carmichael Advisors first reported a position in Equity Commonwealth in Q2 2018 and has held it in 10 quarters since.
Rowland Carmichael Advisors's Equity Commonwealth position peaked at $299K in Q1 2019.
264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.