SIAG
EQC

Safeguard Investment Advisory Group’s Equity Commonwealth EQC Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-5
Closed – – 760
2020
Q4 		$0 Buy
+5
New +$133 ﹤0.01% 801

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Safeguard Investment Advisory Group's EQC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Equity Commonwealth (EQC) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in EQC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 278 funds tracked by Wall St. Rank hold EQC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Equity Commonwealth position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 Equity Commonwealth shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Equity Commonwealth in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Equity Commonwealth position peaked at $0 in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.