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

Patriot Financial Group Insurance Agency’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 Q4	–	Sell	-300	Closed	-$8K	–	1528
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	860
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	864
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	766
2018 Q4	$8K	Hold	300	–	–	0.01%	673
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	680
2018 Q2	$8K	Hold	300	–	–	0.01%	436
2018 Q1	$8K	Hold	300	–	–	0.01%	647
2017 Q4	$8K	Hold	300	–	–	0.01%	642
2017 Q3	$8K	Hold	300	–	–	0.01%	621
2017 Q2	$8K	Hold	300	–	–	0.01%	594
2017 Q1	$8K	Hold	300	–	–	0.01%	549
2016 Q4	$8K	Buy	+300	New	+$7.89K	0.01%	511

Other funds holding EQC.PRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

AIC

Aurora Investment Counsel Atlanta, Georgia $194M AUM 5.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EQC.PRD Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q4 2019, closing a stake of 300 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in EQC.PRD in Q4 2016 and held it in 12 quarters. The position peaked at $8K in Q3 2019. 27 funds tracked by Wall St. Rank hold EQC.PRD as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 300 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q4 2019, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $8K in Q3 2019.
27 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.