WBH Advisory’s Equity Commonwealth EQC Stock Holding History

WBH Advisory’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
2017 Q2	–	Sell	-8,713	Closed	-$272K	–	233
2017 Q1	$272K	Sell	8,713 -375	-4%	-$11.6K	0.08%	198
2016 Q4	$274K	Sell	9,088 -235	-3%	-$6.96K	0.09%	185
2016 Q3	$281K	Sell	9,323 -245	-3%	-$7.4K	0.1%	181
2016 Q2	$278K	Sell	9,568 -275	-3%	-$7.82K	0.11%	158
2016 Q1	$277K	Sell	9,843 -45	-0.5%	-$1.22K	0.09%	160
2015 Q4	$274	Sell	9,888 -50	-0.5%	-$1.4K	0.1%	163
2015 Q3	$270K	Sell	9,938 -300	-3%	-$7.95K	0.11%	156
2015 Q2	$262K	Sell	10,238 -325	-3%	-$8.47K	0.1%	169
2015 Q1	$280	Sell	10,563 -2,410	-19%	-$63.3K	0.08%	166
2014 Q4	$333K	Hold	12,973	–	–	0.13%	155
2014 Q3	$333K	Sell	12,973 -673	-5%	-$17.9K	0.12%	156
2014 Q2	$359K	Sell	13,646 -600	-4%	-$15.8K	0.14%	154
2014 Q1	$374K	Buy	14,246 +256	+2%	+$6.54K	0.15%	150
2013 Q4	$326K	Buy	13,990 +406	+3%	+$9.63K	0.13%	156
2013 Q3	$298K	Buy	13,584 +232	+2%	+$5.53K	0.13%	152
2013 Q2	$308K	Buy	+13,352	New	+$288K	0.14%	146

Other funds holding EQC

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CTC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WBH Advisory's EQC Position: Q2 2017 in Review

WBH Advisory sold out of Equity Commonwealth (EQC) in Q2 2017, closing a stake of 8,713 shares — an estimated $272K sold.

WBH Advisory first reported a position in EQC in Q2 2013 and held it in 16 quarters. The position peaked at $374K in Q1 2014. 237 funds tracked by Wall St. Rank hold EQC as of Q2 2017.

WBH Advisory reported no remaining Equity Commonwealth position as of Q2 2017 after selling out during the quarter.
WBH Advisory sold 8,713 Equity Commonwealth shares in Q2 2017, an estimated $272K.
WBH Advisory first reported a position in Equity Commonwealth in Q2 2013 and held it in 16 quarters.
WBH Advisory's Equity Commonwealth position peaked at $374K in Q1 2014.
237 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2017.

Based on WBH Advisory's 13F filing for Q2 2017, filed 21 Jul 2017.