WFG Advisors’s Equity Commonwealth EQC Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-604	Closed	-$16K	–	2111
2014 Q4	$16K	Hold	604	–	–	﹤0.01%	1310
2014 Q3	$16K	Hold	604	–	–	﹤0.01%	1359
2014 Q2	$16K	Hold	604	–	–	﹤0.01%	1356
2014 Q1	$16K	Sell	604 -100	-14%	-$2.56K	﹤0.01%	1337
2013 Q4	$16K	Hold	704	–	–	﹤0.01%	1436
2013 Q3	$15K	Hold	704	–	–	﹤0.01%	1384
2013 Q2	$16K	Buy	+704	New	+$15.2K	﹤0.01%	1302

Other funds holding EQC

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WFG Advisors's EQC Position: Q1 2015 in Review

WFG Advisors sold out of Equity Commonwealth (EQC) in Q1 2015, closing a stake of 604 shares — an estimated $16K sold.

WFG Advisors first reported a position in EQC in Q2 2013 and held it in 7 quarters. The position peaked at $16K in Q4 2014. 213 funds tracked by Wall St. Rank hold EQC as of Q1 2015.

WFG Advisors reported no remaining Equity Commonwealth position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 604 Equity Commonwealth shares in Q1 2015, an estimated $16K.
WFG Advisors first reported a position in Equity Commonwealth in Q2 2013 and held it in 7 quarters.
WFG Advisors's Equity Commonwealth position peaked at $16K in Q4 2014.
213 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.