SMFS
EQC

Squar Milner Financial Services’s Equity Commonwealth EQC Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-9
Closed – – 895
2019
Q4 		$0 Buy
+9
New +$289 ﹤0.01% 878
2019
Q3 		– Sell
-1,585
Closed -$52K – 750
2019
Q2 		$52K Sell
1,585
-410
-21% -$13.3K 0.04% 345
2019
Q1 		$65K Buy
1,995
+410
+26% +$13.1K 0.05% 298
2018
Q4 		$48K Buy
+1,585
New +$48.3K 0.05% 296

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Squar Milner Financial Services's EQC Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Equity Commonwealth (EQC) in Q1 2020, closing a stake of 9 shares.

Squar Milner Financial Services first reported a position in EQC in Q4 2018 and held it in 4 quarters. The position peaked at $65K in Q1 2019. 259 funds tracked by Wall St. Rank hold EQC as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Equity Commonwealth position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 9 Equity Commonwealth shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Equity Commonwealth in Q4 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Equity Commonwealth position peaked at $65K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.