Edgemoor Investment Advisors’s EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) EQC.PRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-73,600	Closed	-$1.87M	–	124
2016 Q1	$1.87M	Buy	73,600 +2,000	+3%	+$50.8K	0.29%	73
2015 Q4	$1.83M	Sell	71,600 -600	-0.8%	-$15.4K	0.28%	76
2015 Q3	$1.84M	Hold	72,200	–	–	0.28%	73
2015 Q2	$1.84M	Sell	72,200 -1,950	-3%	-$50.4K	0.27%	72
2015 Q1	$1.93M	Buy	74,150 +1,000	+1%	+$25.9K	0.27%	69
2014 Q4	$1.86M	Sell	73,150 -1,266	-2%	-$32.4K	0.27%	69
2014 Q3	$1.92M	Buy	+74,416	New	+$1.89M	0.28%	71

Other funds holding EQC.PRE

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Edgemoor Investment Advisors's EQC.PRE Position: Q2 2016 in Review

Edgemoor Investment Advisors sold out of EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) (EQC.PRE) in Q2 2016, closing a stake of 73,600 shares — an estimated $1.87M sold.

Edgemoor Investment Advisors first reported a position in EQC.PRE in Q3 2014 and held it in 7 quarters. The position peaked at $1.93M in Q1 2015. 1 fund tracked by Wall St. Rank holds EQC.PRE as of Q2 2016.

Edgemoor Investment Advisors reported no remaining EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) position as of Q2 2016 after selling out during the quarter.
Edgemoor Investment Advisors sold 73,600 EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) shares in Q2 2016, an estimated $1.87M.
Edgemoor Investment Advisors first reported a position in EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) in Q3 2014 and held it in 7 quarters.
Edgemoor Investment Advisors's EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) position peaked at $1.93M in Q1 2015.
1 fund tracked by Wall St. Rank held EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) as of Q2 2016.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.