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

Sowell Financial Services’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
2021 Q1	–	Sell	-295	Closed	-$9K	–	3443
2020 Q4	$9K	Hold	295	–	–	﹤0.01%	2094
2020 Q3	$9K	Hold	295	–	–	﹤0.01%	1850
2020 Q2	$8K	Hold	295	–	–	﹤0.01%	1788
2020 Q1	$8K	Hold	295	–	–	﹤0.01%	1697
2019 Q4	$8K	Hold	295	–	–	﹤0.01%	1788
2019 Q3	$8K	Buy	+295	New	+$8.04K	﹤0.01%	1626

Other funds holding EQC.PRD

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Sowell Financial Services's EQC.PRD Position: Q1 2021 in Review

Sowell Financial Services sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q1 2021, closing a stake of 295 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in EQC.PRD in Q3 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2020. 2 funds tracked by Wall St. Rank hold EQC.PRD as of Q1 2021.

Sowell Financial Services reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 295 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q1 2021, an estimated $9K.
Sowell Financial Services first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $9K in Q4 2020.
2 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.