SFS
EQC

Sowell Financial Services’s Equity Commonwealth EQC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-15,962
Closed -$439K – 2847
2021
Q1 		$439K Buy
15,962
+6,298
+65% +$178K 0.02% 697
2020
Q4 		$264K Buy
+9,664
New +$258K 0.01% 746
2020
Q3 		– Sell
-219
Closed -$7K – 2741
2020
Q2 		$7K Sell
219
-164
-43% -$5.42K ﹤0.01% 1818
2020
Q1 		$12K Buy
383
+175
+84% +$5.6K ﹤0.01% 1565
2019
Q4 		$7K Hold
208
– – ﹤0.01% 1813
2019
Q3 		$7K Buy
+208
New +$6.99K ﹤0.01% 1662

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's EQC Position: Q2 2021 in Review

Sowell Financial Services sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 15,962 shares — an estimated $439K sold.

Sowell Financial Services first reported a position in EQC in Q3 2019 and held it in 6 quarters. The position peaked at $439K in Q1 2021. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

  • Sowell Financial Services reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15,962 Equity Commonwealth shares in Q2 2021, an estimated $439K.
  • Sowell Financial Services first reported a position in Equity Commonwealth in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Equity Commonwealth position peaked at $439K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.