LFG
EQC.PRD

Larson Financial Group’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Larson Financial Group’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
2024
Q3 		– Sell
-91
Closed -$2.27K – 2789
2024
Q2 		$2.27K Buy
+91
New +$2.27K ﹤0.01% 1579

Other funds holding EQC.PRD

IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Larson Financial Group's EQC.PRD Position: Q3 2024 in Review

Larson Financial Group sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q3 2024, closing a stake of 91 shares — an estimated $2.27K sold.

Larson Financial Group first reported a position in EQC.PRD in Q2 2024 and held it in 1 quarter. The position peaked at $2.27K in Q2 2024. 36 funds tracked by Wall St. Rank hold EQC.PRD as of Q3 2024.

  • Larson Financial Group reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q3 2024 after selling out during the quarter.
  • Larson Financial Group sold 91 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q3 2024, an estimated $2.27K.
  • Larson Financial Group first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q2 2024 and held it in 1 quarter.
  • Larson Financial Group's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $2.27K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q3 2024.

Based on Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.