Arbor Trust Wealth Advisors’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Arbor Trust Wealth Advisors’s Portfolio EQC.PRD Stock Details EQC.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,500	Closed	-$263K	–	104
2022 Q4	$263K	Buy	+10,500	New	+$266K	0.18%	82

Other funds holding EQC.PRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Arbor Trust Wealth Advisors's EQC.PRD Position: Q1 2023 in Review

Arbor Trust Wealth Advisors sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q1 2023, closing a stake of 10,500 shares — an estimated $263K sold.

Arbor Trust Wealth Advisors first reported a position in EQC.PRD in Q4 2022 and held it in 1 quarter. The position peaked at $263K in Q4 2022. 34 funds tracked by Wall St. Rank hold EQC.PRD as of Q1 2023.

Arbor Trust Wealth Advisors reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q1 2023 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 10,500 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q1 2023, an estimated $263K.
Arbor Trust Wealth Advisors first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2022 and held it in 1 quarter.
Arbor Trust Wealth Advisors's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $263K in Q4 2022.
34 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q1 2023.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.