PFC
EQC.PRD

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

Phocas Financial Corp’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
2023
Q1 		– Sell
-900
Closed -$22.5K – 338
2022
Q4 		$22.5K Buy
+900
New +$22.8K ﹤0.01% 275
2019
Q2 		– Hold
0
– – – 264

Other funds holding EQC.PRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Phocas Financial Corp's EQC.PRD Position: Q1 2023 in Review

Phocas Financial Corp sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q1 2023, closing a stake of 900 shares — an estimated $22.5K sold.

Phocas Financial Corp first reported a position in EQC.PRD in Q4 2022 and held it in 1 quarter. The position peaked at $22.5K in Q4 2022. 34 funds tracked by Wall St. Rank hold EQC.PRD as of Q1 2023.

  • Phocas Financial Corp reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 900 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q1 2023, an estimated $22.5K.
  • Phocas Financial Corp first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $22.5K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.