U
EQC.PRE

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

UBS’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
2014
Q3 		$512K Buy
+19,873
New +$506K ﹤0.01% 4253

Other funds holding EQC.PRE

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QREA
Quadrant Real Estate Advisors Alpharetta, Georgia $25.2M AUM 10.47% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

UBS's EQC.PRE Position: Q3 2014 in Review

UBS opened a new position in EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) (EQC.PRE) in Q3 2014: 19,873 shares worth $512K. The stake represents ﹤0.01% of the portfolio and ranks #4253 among its holdings.

36 funds tracked by Wall St. Rank hold EQC.PRE as of Q3 2014.

  • UBS held 19,873 shares of EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) worth $512K as of Q3 2014.
  • EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) was a new UBS position in Q3 2014.
  • EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4253 holding.
  • 36 funds tracked by Wall St. Rank held EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.