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

United Capital Financial Advisors’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 Q2	–	Sell	-13,000	Closed	-$325K	–	993
2023 Q1	$325K	Sell	13,000 -47,450	-78%	-$1.19M	﹤0.01%	804
2022 Q4	$1.51M	Sell	60,450 -9,000	-13%	-$228K	0.01%	534
2022 Q3	$1.82M	Sell	69,450 -6,393	-8%	-$170K	0.01%	491
2022 Q2	$1.98M	Sell	75,843 -4,107	-5%	-$110K	0.01%	493
2022 Q1	$2.2M	Sell	79,950 -9,500	-11%	-$273K	0.01%	493
2021 Q4	$2.66M	Buy	+89,450	New	+$2.72M	0.01%	485
2021 Q1	–	Sell	-104,350	Closed	-$3.12M	–	1258
2020 Q4	$3.12M	Sell	104,350 -6,500	-6%	-$192K	0.02%	423
2020 Q3	$3.22M	Sell	110,850 -350	-0.3%	-$10K	0.02%	414
2020 Q2	$3.06M	Buy	111,200 +1,400	+1%	+$38K	0.02%	440
2020 Q1	$1.05M	Sell	109,800 -10,000	-8%	-$279K	0.01%	620
2019 Q4	$3.38M	Sell	119,800 -500	-0.4%	-$14.3K	0.02%	492
2019 Q3	$3.37M	Sell	120,300 -4,500	-4%	-$123K	0.02%	492
2019 Q2	$3.44M	Hold	124,800	–	–	0.02%	492
2019 Q1	$3.42M	Sell	124,800 -4,500	-3%	-$118K	0.02%	483
2018 Q4	$3.27M	Buy	129,300 +4,500	+4%	+$116K	0.03%	454
2018 Q3	$3.26M	Hold	124,800	–	–	0.02%	509
2018 Q2	$3.25M	Sell	124,800 -3,000	-2%	-$77.4K	0.02%	498
2018 Q1	$3.32M	Buy	127,800 +11,000	+9%	+$287K	0.03%	476
2017 Q4	$3.08M	Sell	116,800 -1,000	-0.8%	-$26.2K	0.02%	497
2017 Q3	$3.14M	Buy	117,800 +2,500	+2%	+$65.4K	0.03%	476
2017 Q2	$2.98M	Buy	115,300 +800	+0.7%	+$20.6K	0.03%	483
2017 Q1	$2.93M	Sell	114,500 -2,500	-2%	-$63.5K	0.03%	473
2016 Q4	$2.99M	Sell	117,000 -4,300	-4%	-$113K	0.03%	470
2016 Q3	$3.29M	Sell	121,300 -4,700	-4%	-$126K	0.03%	468
2016 Q2	$3.28M	Hold	126,000	–	–	0.03%	447
2016 Q1	$3.16M	Sell	126,000 -13,500	-10%	-$332K	0.03%	437
2015 Q4	$3.47M	Buy	139,500 +1,750	+1%	+$43K	0.04%	424
2015 Q3	$3.38M	Hold	137,750	–	–	0.04%	403
2015 Q2	$3.35M	Sell	137,750 -3,000	-2%	-$73.5K	0.04%	456
2015 Q1	$3.42M	Hold	140,750	–	–	0.04%	426
2014 Q4	$3.38M	Buy	140,750 +8,000	+6%	+$195K	0.05%	350
2014 Q3	$3.24M	Buy	+132,750	New	+$3.21M	0.06%	322

Other funds holding EQC.PRD

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

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

AIC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

United Capital Financial Advisors's EQC.PRD Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q2 2023, closing a stake of 13,000 shares — an estimated $325K sold.

United Capital Financial Advisors first reported a position in EQC.PRD in Q3 2014 and held it in 32 quarters. The position peaked at $3.47M in Q4 2015. 34 funds tracked by Wall St. Rank hold EQC.PRD as of Q2 2023.

United Capital Financial Advisors reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 13,000 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q2 2023, an estimated $325K.
United Capital Financial Advisors first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q3 2014 and held it in 32 quarters.
United Capital Financial Advisors's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $3.47M in Q4 2015.
34 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.