UFF
EQC

USA Financial Formulas’s Equity Commonwealth EQC Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-10,627
Closed -$321K – 363
2016
Q3 		$321K Buy
+10,627
New +$321K 0.08% 192

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

USA Financial Formulas's EQC Position: Q4 2016 in Review

USA Financial Formulas sold out of Equity Commonwealth (EQC) in Q4 2016, closing a stake of 10,627 shares — an estimated $321K sold.

USA Financial Formulas first reported a position in EQC in Q3 2016 and held it in 1 quarter. The position peaked at $321K in Q3 2016. 282 funds tracked by Wall St. Rank hold EQC as of Q4 2016.

  • USA Financial Formulas reported no remaining Equity Commonwealth position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 10,627 Equity Commonwealth shares in Q4 2016, an estimated $321K.
  • USA Financial Formulas first reported a position in Equity Commonwealth in Q3 2016 and held it in 1 quarter.
  • USA Financial Formulas's Equity Commonwealth position peaked at $321K in Q3 2016.
  • 282 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.