YorkBridge Wealth Partners’s Equity Commonwealth EQC Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-18	Closed	-$1K	–	680
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	737
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	737
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	725
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	741
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	835
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	830
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	855
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	865
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	855
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	844
2016 Q4	$1K	Buy	+18	New	+$533	﹤0.01%	860

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

YorkBridge Wealth Partners's EQC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Equity Commonwealth (EQC) in Q3 2019, closing a stake of 18 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in EQC in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q2 2019. 268 funds tracked by Wall St. Rank hold EQC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Equity Commonwealth position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 18 Equity Commonwealth shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Equity Commonwealth in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Equity Commonwealth position peaked at $1K in Q2 2019.
268 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.