HB
EQC.PRD

Homrich & Berg’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Homrich & Berg’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
-6,906
Closed -$201K – 418
2020
Q3 		$201K Sell
6,906
-1,300
-16% -$37.2K 0.01% 323
2020
Q2 		$226K Sell
8,206
-200
-2% -$5.43K 0.01% 282
2020
Q1 		$218K Hold
8,406
– – 0.01% 274
2019
Q4 		$237K Buy
+8,406
New +$240K 0.01% 326

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

Homrich & Berg's EQC.PRD Position: Q4 2020 in Review

Homrich & Berg sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q4 2020, closing a stake of 6,906 shares — an estimated $201K sold.

Homrich & Berg first reported a position in EQC.PRD in Q4 2019 and held it in 4 quarters. The position peaked at $237K in Q4 2019. 6 funds tracked by Wall St. Rank hold EQC.PRD as of Q4 2020.

  • Homrich & Berg 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.
  • Homrich & Berg sold 6,906 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q4 2020, an estimated $201K.
  • Homrich & Berg first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2019 and held it in 4 quarters.
  • Homrich & Berg's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $237K in Q4 2019.
  • 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 Homrich & Berg's 13F filing for Q4 2020, filed 16 Feb 2021.