LH
EQC.PRD

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

Lebenthal Holdings’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
2016
Q2 		$623K Buy
+23,861
New +$615K 0.08% 241

Other funds holding EQC.PRD

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Lebenthal Holdings's EQC.PRD Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q2 2016: 23,861 shares worth $623K. The stake represents 0.08% of the portfolio and ranks #241 among its holdings.

21 funds tracked by Wall St. Rank hold EQC.PRD as of Q2 2016.

  • Lebenthal Holdings held 23,861 shares of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares worth $623K as of Q2 2016.
  • Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares was a new Lebenthal Holdings position in Q2 2016.
  • Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares made up 0.08% of Lebenthal Holdings's portfolio in Q2 2016, its #241 holding.
  • 21 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.