KCM Investment Advisors’s EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) EQC.PRE Stock Holding History

KCM Investment Advisors’s Portfolio EQC.PRE Stock Details EQC.PRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-20,399	Closed	-$519K	–	541
2016 Q1	$519K	Buy	20,399 +93	+0.5%	+$2.36K	0.04%	335
2015 Q4	$520K	Sell	20,306 -975	-5%	-$25K	0.04%	335
2015 Q3	$542K	Sell	21,281 -355	-2%	-$9.14K	0.05%	326
2015 Q2	$552K	Buy	21,636 +150	+0.7%	+$3.88K	0.04%	335
2015 Q1	$560K	Hold	21,486	–	–	0.04%	328
2014 Q4	$548K	Sell	21,486 -1,087	-5%	-$27.8K	0.05%	325
2014 Q3	$581K	Buy	+22,573	New	+$574K	0.05%	293

Other funds holding EQC.PRE

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

KCM Investment Advisors's EQC.PRE Position: Q2 2016 in Review

KCM Investment Advisors sold out of EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) (EQC.PRE) in Q2 2016, closing a stake of 20,399 shares — an estimated $519K sold.

KCM Investment Advisors first reported a position in EQC.PRE in Q3 2014 and held it in 7 quarters. The position peaked at $581K in Q3 2014. 1 fund tracked by Wall St. Rank holds EQC.PRE as of Q2 2016.

KCM Investment Advisors reported no remaining EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) position as of Q2 2016 after selling out during the quarter.
KCM Investment Advisors sold 20,399 EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) shares in Q2 2016, an estimated $519K.
KCM Investment Advisors first reported a position in EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) in Q3 2014 and held it in 7 quarters.
KCM Investment Advisors's EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) position peaked at $581K in Q3 2014.
1 fund tracked by Wall St. Rank held EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) as of Q2 2016.

Based on KCM Investment Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.