FWM
EQC.PRD

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

Focused Wealth Management’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
-7,500
Closed -$218K – 952
2020
Q3 		$218K Buy
+7,500
New +$215K 0.05% 136

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
AR
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

Focused Wealth Management's EQC.PRD Position: Q4 2020 in Review

Focused Wealth Management sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q4 2020, closing a stake of 7,500 shares — an estimated $218K sold.

Focused Wealth Management first reported a position in EQC.PRD in Q3 2020 and held it in 1 quarter. The position peaked at $218K in Q3 2020. 6 funds tracked by Wall St. Rank hold EQC.PRD as of Q4 2020.

  • Focused Wealth Management 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.
  • Focused Wealth Management sold 7,500 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q4 2020, an estimated $218K.
  • Focused Wealth Management first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q3 2020 and held it in 1 quarter.
  • Focused Wealth Management's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $218K 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 Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.