KPW
EQC.PRD

Kore Private Wealth’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-3,500
Closed -$96K – 1231
2020
Q2 		$96K Buy
+3,500
New +$95K 0.02% 343

Other funds holding EQC.PRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Kore Private Wealth's EQC.PRD Position: Q3 2020 in Review

Kore Private Wealth sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q3 2020, closing a stake of 3,500 shares — an estimated $96K sold.

Kore Private Wealth first reported a position in EQC.PRD in Q2 2020 and held it in 1 quarter. The position peaked at $96K in Q2 2020. 26 funds tracked by Wall St. Rank hold EQC.PRD as of Q3 2020.

  • Kore Private Wealth reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 3,500 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q3 2020, an estimated $96K.
  • Kore Private Wealth first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $96K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.