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

Clearstead 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 Q3	–	Sell	-5,000	Closed	-$127K	–	1587
2023 Q2	$127K	Buy	+5,000	New	+$126K	0.01%	518

Other funds holding EQC.PRD

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

BHWM

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors's EQC.PRD Position: Q3 2023 in Review

Clearstead Advisors sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q3 2023, closing a stake of 5,000 shares — an estimated $127K sold.

Clearstead Advisors first reported a position in EQC.PRD in Q2 2023 and held it in 1 quarter. The position peaked at $127K in Q2 2023. 31 funds tracked by Wall St. Rank hold EQC.PRD as of Q3 2023.

Clearstead Advisors reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q3 2023 after selling out during the quarter.
Clearstead Advisors sold 5,000 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q3 2023, an estimated $127K.
Clearstead Advisors first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q2 2023 and held it in 1 quarter.
Clearstead Advisors's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $127K in Q2 2023.
31 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.