UNITED CAPITAL FINANCIAL ADVISORS, LLC - EQUITY COMWLTH ownership

EQUITY COMWLTH's ticker is EQCPRD and the CUSIP is 294628201. A total of 7 filers reported holding EQUITY COMWLTH in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of EQUITY COMWLTH
ValueSharesWeighting
Q1 2023$324,870
-78.5%
13,000
-78.5%
0.00%
-75.0%
Q4 2022$1,514,273
-16.7%
60,450
-13.0%
0.01%
-27.3%
Q3 2022$1,818,000
-8.0%
69,450
-8.4%
0.01%0.0%
Q2 2022$1,976,000
-10.3%
75,843
-5.1%
0.01%0.0%
Q1 2022$2,203,000
-17.1%
79,950
-10.6%
0.01%
-8.3%
Q4 2021$2,657,000
-14.8%
89,450
-14.3%
0.01%
-36.8%
Q4 2020$3,118,000
-3.2%
104,350
-5.9%
0.02%
-9.5%
Q3 2020$3,220,000
+5.3%
110,850
-0.3%
0.02%
-4.5%
Q2 2020$3,058,000
+190.7%
111,200
+1.3%
0.02%
+144.4%
Q1 2020$1,052,000
-68.9%
109,800
-8.3%
0.01%
-59.1%
Q4 2019$3,383,000
+0.3%
119,800
-0.4%
0.02%
-8.3%
Q3 2019$3,374,000
-2.0%
120,300
-3.6%
0.02%
+4.3%
Q2 2019$3,442,000
+0.8%
124,8000.0%0.02%
-4.2%
Q1 2019$3,415,000
+4.6%
124,800
-3.5%
0.02%
-7.7%
Q4 2018$3,265,000
+0.1%
129,300
+3.6%
0.03%
+13.0%
Q3 2018$3,261,000
+0.4%
124,8000.0%0.02%
-4.2%
Q2 2018$3,249,000
-2.2%
124,800
-2.3%
0.02%
-4.0%
Q1 2018$3,322,000
+7.9%
127,800
+9.4%
0.02%
+4.2%
Q4 2017$3,079,000
-1.8%
116,800
-0.8%
0.02%
-11.1%
Q3 2017$3,137,000
+5.4%
117,800
+2.2%
0.03%0.0%
Q2 2017$2,975,000
+1.6%
115,300
+0.7%
0.03%0.0%
Q1 2017$2,927,000
-2.2%
114,500
-2.1%
0.03%
-6.9%
Q4 2016$2,993,000
-8.9%
117,000
-3.5%
0.03%
-9.4%
Q3 2016$3,287,000
+0.3%
121,300
-3.7%
0.03%
-3.0%
Q2 2016$3,276,000
+3.6%
126,0000.0%0.03%
-5.7%
Q1 2016$3,163,000
-8.8%
126,000
-9.7%
0.04%
-12.5%
Q4 2015$3,468,000
+2.8%
139,500
+1.3%
0.04%
-2.4%
Q3 2015$3,375,000
+0.7%
137,7500.0%0.04%
+5.1%
Q2 2015$3,353,000
-1.8%
137,750
-2.1%
0.04%
-7.1%
Q1 2015$3,415,000
-49.5%
140,750
-50.0%
0.04%
-17.6%
Q4 2014$6,762,000
+108.7%
281,500
+112.1%
0.05%
-8.9%
Q3 2014$3,240,000132,7500.06%
Other shareholders
EQUITY COMWLTH shareholders Q4 2020
NameSharesValueWeighting ↓
REDMONT WEALTH ADVISORS LLC 18,000$450,1800.79%
Aurora Investment Counsel 36,960$924,3650.61%
BAR HARBOR WEALTH MANAGEMENT 212,775$5,321,5030.42%
Uniplan Investment Counsel, Inc. 133,174$3,3820.26%
Edgemoor Investment Advisors, Inc. 83,250$2,082,0840.25%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 75,903$1,898,3340.12%
CALDWELL SUTTER CAPITAL, INC. 4,200$105,0420.06%
SCHNIEDERS CAPITAL MANAGEMENT LLC 8,805$220,2130.05%
Brookfield Asset Management 76,010$1,901,0100.01%
EVERMAY WEALTH MANAGEMENT LLC 1,941$48,5450.01%
View complete list of EQUITY COMWLTH shareholders