NIMC
EQC.PRE

NWQ Investment Management Company’s EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) EQC.PRE Stock Holding History

NWQ Investment Management Company’s Portfolio EQC.PRE Stock Details EQC.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,133
Closed -$309K – 192
2014
Q4 		$309K Sell
12,133
-427
-3% -$10.9K ﹤0.01% 171
2014
Q3 		$323K Buy
+12,560
New +$320K ﹤0.01% 177

Other funds holding EQC.PRE

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

NWQ Investment Management Company's EQC.PRE Position: Q1 2015 in Review

NWQ Investment Management Company sold out of EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) (EQC.PRE) in Q1 2015, closing a stake of 12,133 shares — an estimated $309K sold.

NWQ Investment Management Company first reported a position in EQC.PRE in Q3 2014 and held it in 2 quarters. The position peaked at $323K in Q3 2014. 38 funds tracked by Wall St. Rank hold EQC.PRE as of Q1 2015.

  • NWQ Investment Management Company reported no remaining EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) position as of Q1 2015 after selling out during the quarter.
  • NWQ Investment Management Company sold 12,133 EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) shares in Q1 2015, an estimated $309K.
  • NWQ Investment Management Company first reported a position in EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) in Q3 2014 and held it in 2 quarters.
  • NWQ Investment Management Company's EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) position peaked at $323K in Q3 2014.
  • 38 funds tracked by Wall St. Rank held EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) as of Q1 2015.

Based on NWQ Investment Management Company's 13F filing for Q1 2015, filed 14 May 2015.