Wealthcare Advisory Partners’s Equity Commonwealth EQC Stock Holding History

Wealthcare Advisory Partners’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	-37	Closed	-$1K	–	1946
2021 Q1	$1K	Buy	+37	New	+$1.05K	﹤0.01%	2035
2018 Q3	–	Sell	-722	Closed	-$23K	–	1316
2018 Q2	$23K	Hold	722	–	–	﹤0.01%	645
2018 Q1	$22K	Hold	722	–	–	0.01%	568
2017 Q4	$22K	Hold	722	–	–	0.01%	524
2017 Q3	$22K	Buy	+722	New	+$22.3K	0.01%	419

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

Wealthcare Advisory Partners's EQC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 37 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in EQC in Q3 2017 and held it in 5 quarters. The position peaked at $23K in Q2 2018. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 37 Equity Commonwealth shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Equity Commonwealth in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Equity Commonwealth position peaked at $23K in Q2 2018.
267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.