Edgemoor Investment Advisors’s COMMONWEALTH REIT CUM RED PFD SER E (MD) CWH.PRE Stock Holding History

Edgemoor Investment Advisors’s Portfolio CWH.PRE Stock Details CWH.PRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-75,916	Closed	-$1.96M	–	142
2014 Q2	$1.96M	Sell	75,916 -4,350	-5%	-$111K	0.29%	71
2014 Q1	$2.02M	Hold	80,266	–	–	0.32%	67
2013 Q4	$1.75M	Sell	80,266 -9,641	-11%	-$218K	0.28%	69
2013 Q3	$2.06M	Buy	89,907 +2,761	+3%	+$65.6K	0.36%	65
2013 Q2	$2.19M	Buy	+87,146	New	+$2.23M	0.39%	62

Other funds holding CWH.PRE

USAA

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Edgemoor Investment Advisors's CWH.PRE Position: Q3 2014 in Review

Edgemoor Investment Advisors sold out of COMMONWEALTH REIT CUM RED PFD SER E (MD) (CWH.PRE) in Q3 2014, closing a stake of 75,916 shares — an estimated $1.96M sold.

Edgemoor Investment Advisors first reported a position in CWH.PRE in Q2 2013 and held it in 5 quarters. The position peaked at $2.19M in Q2 2013. 1 fund tracked by Wall St. Rank holds CWH.PRE as of Q3 2014.

Edgemoor Investment Advisors reported no remaining COMMONWEALTH REIT CUM RED PFD SER E (MD) position as of Q3 2014 after selling out during the quarter.
Edgemoor Investment Advisors sold 75,916 COMMONWEALTH REIT CUM RED PFD SER E (MD) shares in Q3 2014, an estimated $1.96M.
Edgemoor Investment Advisors first reported a position in COMMONWEALTH REIT CUM RED PFD SER E (MD) in Q2 2013 and held it in 5 quarters.
Edgemoor Investment Advisors's COMMONWEALTH REIT CUM RED PFD SER E (MD) position peaked at $2.19M in Q2 2013.
1 fund tracked by Wall St. Rank held COMMONWEALTH REIT CUM RED PFD SER E (MD) as of Q3 2014.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.