Johnson Financial Group Inc (Wisconsin)’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015 Q1	–	Sell	-425	Closed	-$10K	–	901
2014 Q4	$10K	Buy	+425	New	+$10.3K	﹤0.01%	651

Other funds holding EQC.PRD

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EIA

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EQC.PRD Position: Q1 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q1 2015, closing a stake of 425 shares — an estimated $10K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EQC.PRD in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 21 funds tracked by Wall St. Rank hold EQC.PRD as of Q1 2015.

Johnson Financial Group Inc (Wisconsin) reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q1 2015 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 425 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q1 2015, an estimated $10K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2014 and held it in 1 quarter.
Johnson Financial Group Inc (Wisconsin)'s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $10K in Q4 2014.
21 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q1 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2015, filed 12 May 2015.