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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-57
Closed -$1K 2737
2022
Q2
$1K Hold
57
﹤0.01% 2578
2022
Q1
$1K Buy
+57
New +$1.64K ﹤0.01% 2735

Other funds holding EQC.PRD

Geneos Wealth Management's EQC.PRD Position: Q3 2022 in Review

Geneos Wealth Management sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q3 2022, closing a stake of 57 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in EQC.PRD in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 31 funds tracked by Wall St. Rank hold EQC.PRD as of Q3 2022.

  • Geneos Wealth Management reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 57 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $1K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.