Sonora Investment Management’s Equity Commonwealth EQC Stock Holding History

Sonora Investment 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
2018 Q1	–	Sell	-27,734	Closed	-$846K	–	1228
2017 Q4	$846K	Sell	27,734 -475	-2%	-$14.4K	0.14%	118
2017 Q3	$858K	Sell	28,209 -825	-3%	-$25.5K	0.15%	121
2017 Q2	$917K	Sell	29,034 -693	-2%	-$21.9K	0.17%	111
2017 Q1	$928K	Sell	29,727 -925	-3%	-$28.7K	0.18%	110
2016 Q4	$927K	Sell	30,652 -1,742	-5%	-$51.6K	0.19%	105
2016 Q3	$979K	Sell	32,394 -6,920	-18%	-$209K	0.21%	96
2016 Q2	$1.15M	Sell	39,314 -1,150	-3%	-$32.7K	0.26%	82
2016 Q1	$1.1M	Buy	40,464 +1,000	+3%	+$27K	0.26%	77
2015 Q4	$1.09M	Sell	39,464 -2,833	-7%	-$79.3K	0.29%	79
2015 Q3	$1.07M	Buy	+42,297	New	+$1.12M	0.32%	69

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Governors Lane New York $1.56B AUM 30.44% 1-Year Est. Return

Sonora Investment Management's EQC Position: Q1 2018 in Review

Sonora Investment Management sold out of Equity Commonwealth (EQC) in Q1 2018, closing a stake of 27,734 shares — an estimated $846K sold.

Sonora Investment Management first reported a position in EQC in Q3 2015 and held it in 10 quarters. The position peaked at $1.15M in Q2 2016. 233 funds tracked by Wall St. Rank hold EQC as of Q1 2018.

Sonora Investment Management reported no remaining Equity Commonwealth position as of Q1 2018 after selling out during the quarter.
Sonora Investment Management sold 27,734 Equity Commonwealth shares in Q1 2018, an estimated $846K.
Sonora Investment Management first reported a position in Equity Commonwealth in Q3 2015 and held it in 10 quarters.
Sonora Investment Management's Equity Commonwealth position peaked at $1.15M in Q2 2016.
233 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.