WFI
EQC

West Family Investments’s Equity Commonwealth EQC Stock Holding History

West Family Investments’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
Q3 		– Sell
-21,568
Closed -$565K – 394
2021
Q2 		$565K Buy
+21,568
New +$600K 0.15% 117

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

West Family Investments's EQC Position: Q3 2021 in Review

West Family Investments sold out of Equity Commonwealth (EQC) in Q3 2021, closing a stake of 21,568 shares — an estimated $565K sold.

West Family Investments first reported a position in EQC in Q2 2021 and held it in 1 quarter. The position peaked at $565K in Q2 2021. 254 funds tracked by Wall St. Rank hold EQC as of Q3 2021.

  • West Family Investments reported no remaining Equity Commonwealth position as of Q3 2021 after selling out during the quarter.
  • West Family Investments sold 21,568 Equity Commonwealth shares in Q3 2021, an estimated $565K.
  • West Family Investments first reported a position in Equity Commonwealth in Q2 2021 and held it in 1 quarter.
  • West Family Investments's Equity Commonwealth position peaked at $565K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2021.

Based on West Family Investments's 13F filing for Q3 2021, filed 25 Oct 2021.