WAM
EQC

Wealthspire Advisors (Maryland)’s Equity Commonwealth EQC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-279
Closed -$9K – 2132
2019
Q1 		$9K Buy
279
+136
+95% +$4.36K ﹤0.01% 1595
2018
Q4 		$4K Buy
143
+21
+17% +$640 ﹤0.01% 1880
2018
Q3 		$4K Buy
122
+27
+28% +$859 ﹤0.01% 1949
2018
Q2 		$3K Sell
95
-25
-21% -$773 ﹤0.01% 2072
2018
Q1 		$4K Hold
120
– – ﹤0.01% 1949
2017
Q4 		$4K Buy
120
+93
+344% +$2.82K ﹤0.01% 1937
2017
Q3 		$1K Sell
27
-8
-23% -$248 ﹤0.01% 2168
2017
Q2 		$1K Hold
35
– – ﹤0.01% 2138
2017
Q1 		$1K Buy
35
+8
+30% +$248 ﹤0.01% 1861
2016
Q4 		$1K Sell
27
-74
-73% -$2.19K ﹤0.01% 1692
2016
Q3 		$3K Buy
101
+74
+274% +$2.23K ﹤0.01% 1503
2016
Q2 		$1K Hold
27
– – ﹤0.01% 1639
2016
Q1 		$1K Hold
27
– – ﹤0.01% 1683
2015
Q4 		$1K Buy
+27
New +$756 ﹤0.01% 1664

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Artisan Partners
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

Wealthspire Advisors (Maryland)'s EQC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Equity Commonwealth (EQC) in Q2 2019, closing a stake of 279 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in EQC in Q4 2015 and held it in 14 quarters. The position peaked at $9K in Q1 2019. 260 funds tracked by Wall St. Rank hold EQC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Equity Commonwealth position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 279 Equity Commonwealth shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Equity Commonwealth in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Equity Commonwealth position peaked at $9K in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.