LPL Financial
EQC.PRD

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

LPL Financial’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
2019
Q3 		– Sell
-9,112
Closed -$251K – 3437
2019
Q2 		$251K Sell
9,112
-7,841
-46% -$212K ﹤0.01% 2850
2019
Q1 		$464K Sell
16,953
-9,227
-35% -$241K ﹤0.01% 2286
2018
Q4 		$661K Sell
26,180
-2,037
-7% -$52.3K ﹤0.01% 1822
2018
Q3 		$737K Sell
28,217
-641
-2% -$16.7K ﹤0.01% 1916
2018
Q2 		$751K Sell
28,858
-591
-2% -$15.2K ﹤0.01% 1862
2018
Q1 		$765K Buy
29,449
+84
+0.3% +$2.19K ﹤0.01% 1812
2017
Q4 		$775K Sell
29,365
-1,567
-5% -$41.1K ﹤0.01% 1718
2017
Q3 		$824K Buy
30,932
+1,814
+6% +$47.5K ﹤0.01% 1573
2017
Q2 		$758K Buy
29,118
+8
+0% +$206 ﹤0.01% 1573
2017
Q1 		$739K Buy
29,110
+894
+3% +$22.7K 0.01% 1483
2016
Q4 		$721K Sell
28,216
-3,617
-11% -$95.1K 0.01% 1435
2016
Q3 		$861K Buy
31,833
+8
+0% +$215 0.01% 1313
2016
Q2 		$829K Sell
31,825
-33,426
-51% -$861K 0.01% 1297
2016
Q1 		$1.64M Sell
65,251
-2,628
-4% -$64.6K ﹤0.01% 1330
2015
Q4 		$1.68M Buy
67,879
+34,268
+102% +$843K ﹤0.01% 1286
2015
Q3 		$814K Buy
33,611
+1,700
+5% +$42.1K ﹤0.01% 1403
2015
Q2 		$779K Sell
31,911
-830
-3% -$20.3K ﹤0.01% 1553
2015
Q1 		$808K Buy
32,741
+525
+2% +$12.8K ﹤0.01% 1515
2014
Q4 		$774K Buy
32,216
+1,554
+5% +$37.8K ﹤0.01% 1494
2014
Q3 		$731K Buy
+30,662
New +$742K ﹤0.01% 1504

Other funds holding EQC.PRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's EQC.PRD Position: Q3 2019 in Review

LPL Financial sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q3 2019, closing a stake of 9,112 shares — an estimated $251K sold.

LPL Financial first reported a position in EQC.PRD in Q3 2014 and held it in 20 quarters. The position peaked at $1.68M in Q4 2015. 26 funds tracked by Wall St. Rank hold EQC.PRD as of Q3 2019.

  • LPL Financial reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q3 2019 after selling out during the quarter.
  • LPL Financial sold 9,112 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q3 2019, an estimated $251K.
  • LPL Financial first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q3 2014 and held it in 20 quarters.
  • LPL Financial's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $1.68M in Q4 2015.
  • 26 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.