TWA
EQC

TCI Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-393
Closed -$8.14K – 2342
2023
Q1 		$8.14K Buy
393
+110
+39% +$2.55K ﹤0.01% 1211
2022
Q4 		$7.07K Sell
283
-345
-55% -$8.82K ﹤0.01% 1306
2022
Q3 		$15K Buy
628
+67
+12% +$1.8K ﹤0.01% 812
2022
Q2 		$15K Sell
561
-25
-4% -$675 ﹤0.01% 787
2022
Q1 		$17K Buy
586
+7
+1% +$187 ﹤0.01% 783
2021
Q4 		$15K Buy
579
+122
+27% +$3.18K ﹤0.01% 893
2021
Q3 		$12K Buy
457
+320
+234% +$8.42K ﹤0.01% 1005
2021
Q2 		$4K Sell
137
-7
-5% -$195 ﹤0.01% 1657
2021
Q1 		$4K Buy
144
+29
+25% +$820 ﹤0.01% 1445
2020
Q4 		$3K Buy
115
+93
+423% +$2.48K ﹤0.01% 1155
2020
Q3 		$1K Buy
+22
New +$680 ﹤0.01% 1468
2018
Q1 		– Sell
-371
Closed -$11K – 1447
2017
Q4 		$11K Hold
371
– – ﹤0.01% 621
2017
Q3 		$11K Hold
371
– – 0.01% 583
2017
Q2 		$12K Hold
371
– – 0.01% 565
2017
Q1 		$12K Hold
371
– – 0.01% 551
2016
Q4 		$11K Buy
+371
New +$11K 0.01% 612

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's EQC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Equity Commonwealth (EQC) in Q2 2023, closing a stake of 393 shares — an estimated $8.14K sold.

TCI Wealth Advisors first reported a position in EQC in Q4 2016 and held it in 16 quarters. The position peaked at $17K in Q1 2022. 255 funds tracked by Wall St. Rank hold EQC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Equity Commonwealth position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 393 Equity Commonwealth shares in Q2 2023, an estimated $8.14K.
  • TCI Wealth Advisors first reported a position in Equity Commonwealth in Q4 2016 and held it in 16 quarters.
  • TCI Wealth Advisors's Equity Commonwealth position peaked at $17K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.