WCMNY
EQC

Westchester Capital Management (New York)’s Equity Commonwealth EQC Stock Holding History

Westchester Capital Management (New York)’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
2014
Q3 		– Sell
-2,262,100
Closed -$59.5M – 169
2014
Q2 		$59.5M Sell
2,262,100
-48,600
-2% -$1.28M 0.76% 54
2014
Q1 		$60.8M Buy
2,310,700
+1,043,100
+82% +$26.7M 0.79% 52
2013
Q4 		$29.5M Buy
1,267,600
+233,900
+23% +$5.55M 0.44% 76
2013
Q3 		$22.6M Buy
1,033,700
+533,700
+107% +$12.7M 0.41% 79
2013
Q2 		$11.6M Buy
+500,000
New +$10.8M 0.21% 92

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westchester Capital Management (New York)'s EQC Position: Q3 2016 in Review

Westchester Capital Management (New York) sold out of Equity Commonwealth (EQC) in Q3 2016, closing a stake of 883,844 shares — an estimated $25.7M sold.

Westchester Capital Management (New York) first reported a position in EQC in Q2 2013 and held it in 12 quarters. The position peaked at $79M in Q1 2014. 276 funds tracked by Wall St. Rank hold EQC as of Q3 2016.

  • Westchester Capital Management (New York) reported no remaining Equity Commonwealth position as of Q3 2016 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 883,844 Equity Commonwealth shares in Q3 2016, an estimated $25.7M.
  • Westchester Capital Management (New York) first reported a position in Equity Commonwealth in Q2 2013 and held it in 12 quarters.
  • Westchester Capital Management (New York)'s Equity Commonwealth position peaked at $79M in Q1 2014.
  • 276 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2016.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2016, filed 14 Nov 2016.