UCFA
EQC

United Capital Financial Advisors’s Equity Commonwealth EQC Stock Holding History

United Capital Financial 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
2020
Q1 		– Sell
-143,143
Closed -$4.7M – 1394
2019
Q4 		$4.7M Buy
+143,143
New +$4.6M 0.03% 432

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

United Capital Financial Advisors's EQC Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Equity Commonwealth (EQC) in Q1 2020, closing a stake of 143,143 shares — an estimated $4.7M sold.

United Capital Financial Advisors first reported a position in EQC in Q4 2019 and held it in 1 quarter. The position peaked at $4.7M in Q4 2019. 259 funds tracked by Wall St. Rank hold EQC as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Equity Commonwealth position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 143,143 Equity Commonwealth shares in Q1 2020, an estimated $4.7M.
  • United Capital Financial Advisors first reported a position in Equity Commonwealth in Q4 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Equity Commonwealth position peaked at $4.7M in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.