Concourse Financial Group Securities’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Concourse Financial Group Securities’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
2020 Q4	–	Sell	-100	Closed	-$3K	–	2417
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	1971
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	1876
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	1844
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1855
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1503
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1958
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	2108
2018 Q4	$2K	Buy	+100	New	+$2.57K	﹤0.01%	1969

Other funds holding EQC.PRD

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

AIC

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

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Concourse Financial Group Securities's EQC.PRD Position: Q4 2020 in Review

Concourse Financial Group Securities sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Concourse Financial Group Securities first reported a position in EQC.PRD in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q3 2020. 6 funds tracked by Wall St. Rank hold EQC.PRD as of Q4 2020.

Concourse Financial Group Securities reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q4 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 100 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q4 2020, an estimated $3K.
Concourse Financial Group Securities first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2018 and held it in 8 quarters.
Concourse Financial Group Securities's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $3K in Q3 2020.
6 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q4 2020.

Based on Concourse Financial Group Securities's 13F filing for Q4 2020, filed 2 Feb 2021.