TPCW
EQC

TD Private Client Wealth’s Equity Commonwealth EQC Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-12
Closed -$327 – 1218
2020
Q4 		$327 Sell
12
-89
-88% -$2.37K ﹤0.01% 1113
2020
Q3 		$2.69K Buy
101
+13
+15% +$402 ﹤0.01% 891
2020
Q2 		$2.83K Sell
88
-134
-60% -$4.42K ﹤0.01% 882
2020
Q1 		$7.04K Sell
222
-2,053
-90% -$65.7K ﹤0.01% 787
2019
Q4 		$74.7K Buy
+2,275
New +$73.1K ﹤0.01% 554

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 $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

TD Private Client Wealth's EQC Position: Q1 2021 in Review

TD Private Client Wealth sold out of Equity Commonwealth (EQC) in Q1 2021, closing a stake of 12 shares — an estimated $327 sold.

TD Private Client Wealth first reported a position in EQC in Q4 2019 and held it in 5 quarters. The position peaked at $74.7K in Q4 2019. 278 funds tracked by Wall St. Rank hold EQC as of Q1 2021.

  • TD Private Client Wealth reported no remaining Equity Commonwealth position as of Q1 2021 after selling out during the quarter.
  • TD Private Client Wealth sold 12 Equity Commonwealth shares in Q1 2021, an estimated $327.
  • TD Private Client Wealth first reported a position in Equity Commonwealth in Q4 2019 and held it in 5 quarters.
  • TD Private Client Wealth's Equity Commonwealth position peaked at $74.7K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2021.

Based on TD Private Client Wealth's 13F filing for Q1 2021, filed 16 Aug 2024.