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

Jacobi Capital 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	-200	Closed	-$6K	–	1414
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	924
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	892
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	838
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	839
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	827
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	830
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	811
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	777
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	806
2018 Q2	$5K	Buy	+200	New	+$5.16K	﹤0.01%	842

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

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

Jacobi Capital Management's EQC.PRD Position: Q4 2020 in Review

Jacobi Capital Management sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q4 2020, closing a stake of 200 shares — an estimated $6K sold.

Jacobi Capital Management first reported a position in EQC.PRD in Q2 2018 and held it in 10 quarters. The position peaked at $6K in Q3 2020. 6 funds tracked by Wall St. Rank hold EQC.PRD as of Q4 2020.

Jacobi Capital 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.
Jacobi Capital Management sold 200 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q4 2020, an estimated $6K.
Jacobi Capital Management first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q2 2018 and held it in 10 quarters.
Jacobi Capital Management's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $6K 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 Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.