STA
EQC

Summit Trail Advisors’s Equity Commonwealth EQC Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-411
Closed -$12K – 1727
2017
Q4 		$12K Buy
+411
New +$12.4K ﹤0.01% 1180

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
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
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's EQC Position: Q1 2018 in Review

Summit Trail Advisors sold out of Equity Commonwealth (EQC) in Q1 2018, closing a stake of 411 shares — an estimated $12K sold.

Summit Trail Advisors first reported a position in EQC in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 233 funds tracked by Wall St. Rank hold EQC as of Q1 2018.

  • Summit Trail Advisors reported no remaining Equity Commonwealth position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 411 Equity Commonwealth shares in Q1 2018, an estimated $12K.
  • Summit Trail Advisors first reported a position in Equity Commonwealth in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Equity Commonwealth position peaked at $12K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.