LW
EQC.PRD

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

Linscomb 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
Q2 		– Sell
-22,487
Closed -$582K – 406
2020
Q1 		$582K Sell
22,487
-14,961
-40% -$418K 0.05% 220
2019
Q4 		$1.06M Buy
+37,448
New +$1.07M 0.07% 204

Other funds holding EQC.PRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Linscomb Wealth's EQC.PRD Position: Q2 2020 in Review

Linscomb Wealth sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q2 2020, closing a stake of 22,487 shares — an estimated $582K sold.

Linscomb Wealth first reported a position in EQC.PRD in Q4 2019 and held it in 2 quarters. The position peaked at $1.06M in Q4 2019. 28 funds tracked by Wall St. Rank hold EQC.PRD as of Q2 2020.

  • Linscomb Wealth reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 22,487 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q2 2020, an estimated $582K.
  • Linscomb Wealth first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $1.06M in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.