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

HB 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
2024 Q2	–	Sell	-8,248	Closed	-$206K	–	973
2024 Q1	$206K	Buy	8,248 +22	+0.3%	+$555	﹤0.01%	792
2023 Q4	$207K	Buy	8,226 +20	+0.2%	+$497	﹤0.01%	734
2023 Q3	$205K	Hold	8,206	–	–	﹤0.01%	706
2023 Q2	$208K	Hold	8,206	–	–	﹤0.01%	667
2023 Q1	$205K	Hold	8,206	–	–	﹤0.01%	669
2022 Q4	$206K	Buy	+8,206	New	+$208K	﹤0.01%	642

Other funds holding EQC.PRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

HB Wealth Management's EQC.PRD Position: Q2 2024 in Review

HB Wealth Management sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q2 2024, closing a stake of 8,248 shares — an estimated $206K sold.

HB Wealth Management first reported a position in EQC.PRD in Q4 2022 and held it in 6 quarters. The position peaked at $208K in Q2 2023. 39 funds tracked by Wall St. Rank hold EQC.PRD as of Q2 2024.

HB Wealth Management reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q2 2024 after selling out during the quarter.
HB Wealth Management sold 8,248 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q2 2024, an estimated $206K.
HB Wealth Management first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2022 and held it in 6 quarters.
HB Wealth Management's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $208K in Q2 2023.
39 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q2 2024.

Based on HB Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.