WT
EQC

Whittier Trust’s Equity Commonwealth EQC Stock Holding History

Whittier Trust’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
2020
Q3 		– Sell
-273
Closed -$9K – 1526
2020
Q2 		$9K Hold
273
– – ﹤0.01% 1087
2020
Q1 		$9K Hold
273
– – ﹤0.01% 1127
2019
Q4 		$9K Hold
273
– – ﹤0.01% 1154
2019
Q3 		$9K Buy
+273
New +$9.17K ﹤0.01% 1165

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 $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $6.98B AUM 34.78% 1-Year Est. Return

Whittier Trust's EQC Position: Q3 2020 in Review

Whittier Trust sold out of Equity Commonwealth (EQC) in Q3 2020, closing a stake of 273 shares — an estimated $9K sold.

Whittier Trust first reported a position in EQC in Q3 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 270 funds tracked by Wall St. Rank hold EQC as of Q3 2020.

  • Whittier Trust reported no remaining Equity Commonwealth position as of Q3 2020 after selling out during the quarter.
  • Whittier Trust sold 273 Equity Commonwealth shares in Q3 2020, an estimated $9K.
  • Whittier Trust first reported a position in Equity Commonwealth in Q3 2019 and held it in 4 quarters.
  • Whittier Trust's Equity Commonwealth position peaked at $9K in Q2 2020.
  • 270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2020.

Based on Whittier Trust's 13F filing for Q3 2020, filed 30 Oct 2020.