KIA
CWH.PRE

KCM Investment Advisors’s COMMONWEALTH REIT CUM RED PFD SER E (MD) CWH.PRE Stock Holding History

KCM Investment Advisors’s Portfolio CWH.PRE Stock Details CWH.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-22,573
Closed -$582K – 514
2014
Q2 		$582K Sell
22,573
-561
-2% -$14.3K 0.05% 289
2014
Q1 		$582K Sell
23,134
-1,344
-5% -$31.7K 0.06% 278
2013
Q4 		$534K Sell
24,478
-1,345
-5% -$30.4K 0.06% 282
2013
Q3 		$592K Sell
25,823
-1,216
-4% -$28.9K 0.07% 261
2013
Q2 		$679K Buy
+27,039
New +$692K 0.08% 243

Other funds holding CWH.PRE

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KCM Investment Advisors's CWH.PRE Position: Q3 2014 in Review

KCM Investment Advisors sold out of COMMONWEALTH REIT CUM RED PFD SER E (MD) (CWH.PRE) in Q3 2014, closing a stake of 22,573 shares — an estimated $582K sold.

KCM Investment Advisors first reported a position in CWH.PRE in Q2 2013 and held it in 5 quarters. The position peaked at $679K in Q2 2013. 1 fund tracked by Wall St. Rank holds CWH.PRE as of Q3 2014.

  • KCM Investment Advisors reported no remaining COMMONWEALTH REIT CUM RED PFD SER E (MD) position as of Q3 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 22,573 COMMONWEALTH REIT CUM RED PFD SER E (MD) shares in Q3 2014, an estimated $582K.
  • KCM Investment Advisors first reported a position in COMMONWEALTH REIT CUM RED PFD SER E (MD) in Q2 2013 and held it in 5 quarters.
  • KCM Investment Advisors's COMMONWEALTH REIT CUM RED PFD SER E (MD) position peaked at $679K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held COMMONWEALTH REIT CUM RED PFD SER E (MD) as of Q3 2014.

Based on KCM Investment Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.