Valeo Financial Advisors’s Equity Commonwealth EQC Stock Holding History

Valeo 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
2021 Q2	–	Sell	-10	Closed	–	–	1894
2021 Q1	$0	Buy	+10	New	+$283	﹤0.01%	2214
2020 Q4	–	Sell	-129	Closed	-$3K	–	1891
2020 Q3	$3K	Buy	+129	New	+$3.99K	﹤0.01%	1370
2020 Q1	–	Sell	-80	Closed	-$3K	–	1945
2019 Q4	$3K	Buy	+80	New	+$2.57K	﹤0.01%	1424
2019 Q3	–	Sell	-80	Closed	-$3K	–	1697
2019 Q2	$3K	Hold	80	–	–	﹤0.01%	1358
2019 Q1	$3K	Hold	80	–	–	﹤0.01%	1310
2018 Q4	$2K	Hold	80	–	–	﹤0.01%	1332
2018 Q3	$2K	Hold	80	–	–	﹤0.01%	1532
2018 Q2	$3K	Hold	80	–	–	﹤0.01%	1291
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	1373
2017 Q4	$2K	Hold	80	–	–	﹤0.01%	1225
2017 Q3	$2K	Buy	+80	New	+$2.48K	﹤0.01%	1052

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's EQC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 10 shares.

Valeo Financial Advisors first reported a position in EQC in Q3 2017 and held it in 11 quarters. The position peaked at $3K in Q3 2020. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

Valeo Financial Advisors reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 10 Equity Commonwealth shares in Q2 2021.
Valeo Financial Advisors first reported a position in Equity Commonwealth in Q3 2017 and held it in 11 quarters.
Valeo Financial Advisors's Equity Commonwealth position peaked at $3K in Q3 2020.
267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.