Kcm Investment Advisors LLC Closed Holding Positions

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCEPRJ
Sce Tr Iv Pref Sr J (De)
Q1 2019 Filed on May 16, 2019
31,451
N/A
SLGPRI
Sl Green Realty Corp Pfd Ser I
Q1 2019 Filed on May 16, 2019
53,629
N/A
RZA
Reinsurance Group Of America Inc

Financial Services
Q1 2019 Filed on May 16, 2019
9,000
$25.36 - $27.34 $228K - $246K
Umh Properties 8.0. Perp Cum C
Q1 2019 Filed on May 16, 2019
21,758
N/A
Us Bancorp 6.5. Flt Aftr 1/22
Q1 2019 Filed on May 16, 2019
52,259
N/A
Us Celllular Sr Nts 7.25. 2063
Q1 2019 Filed on May 16, 2019
23,125
N/A
TWOPRB
Two Hbrs Invt Corp Pfd Ser B F
Q1 2019 Filed on May 16, 2019
11,218
N/A
Citigroup 5.875. Perp/Call 3/2
Q1 2019 Filed on May 16, 2019
350,000
N/A
Citigroup 5.35. Perp/Call 5/23
Q1 2019 Filed on May 16, 2019
765,000
N/A
Charles Schwab 7. Perp/Call 2/
Q1 2019 Filed on May 16, 2019
1,212,000
N/A
Charles Schwab 4.625. Perp/Cal
Q1 2019 Filed on May 16, 2019
705,000
N/A
Bank Of America 5.20. Perp/Cal
Q1 2019 Filed on May 16, 2019
2,665,000
N/A
WTFCM
Wintrust Financial Corp

Financial Services
Q1 2019 Filed on May 16, 2019
10,088
$25.44 - $29.08 $257K - $293K
Wells Fargo 6.375. Cl 12/19 Bb
Q1 2019 Filed on May 16, 2019
28,829
N/A
WFCPRQ
Wells Fargo&Co New Dep Shs Rep
Q1 2019 Filed on May 16, 2019
40,947
N/A
Vereit Inc 6.70. Perp Cum Cl 2
Q1 2019 Filed on May 16, 2019
31,152
N/A
Golar Lng 8.75. Perp Qdi Call
Q1 2019 Filed on May 16, 2019
58,163
N/A
ESGRP
Enstar Grp LTD Dep Shs Repstg

Financial Services
Q1 2019 Filed on May 16, 2019
36,065
N/A
Ready Capital Sr 6.5. 4/2021 Bb
Q1 2019 Filed on May 16, 2019
21,665
N/A
Ladenburg Thalmann 7.25.Sn Nte
Q1 2019 Filed on May 16, 2019
73,775
N/A
Kkr Inc 6.75. Pfd Call 6/15/20
Q1 2019 Filed on May 16, 2019
19,763
N/A
CIMPRC
Chimera Invt Corp Pfd Ser C Fi
Q1 2019 Filed on May 16, 2019
49,780
N/A
Cai Internatnl 8.50.Perp Cum Q
Q1 2019 Filed on May 16, 2019
21,700
N/A
Brookfield Ppty 6.375. Call 2/
Q1 2019 Filed on May 16, 2019
14,400
N/A
Axos Finl 6.25.Sr Nts 2/2026 C
Q1 2019 Filed on May 16, 2019
8,450
N/A
Us Bancorp Callable 1/15/21
Q1 2019 Filed on May 16, 2019
300,000
N/A
Goldman Sachs 5. Perp/Call 11/
Q1 2019 Filed on May 16, 2019
715,000
N/A
Bank Of Ny Mellon Call 6/20/
Q1 2019 Filed on May 16, 2019
950,000
N/A
Priority Income Fund6.375.Sn Nt
Q1 2019 Filed on May 16, 2019
15,925
N/A
Ofs Capital 6.375 Sn Nts 4/2025
Q1 2019 Filed on May 16, 2019
30,000
N/A
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
19,000
$16.76 - $20.9 $318K - $397K
AQNA
Algonquin Power & Utilities Corp.

Industrials
Q1 2019 Filed on May 16, 2019
44,875
$25.17 - $27.09 $1.13M - $1.22M
ARGD
Argo Group International Holdings, Ltd.

Industrials
Q1 2019 Filed on May 16, 2019
56,239
$25.04 - $25.61 $1.41M - $1.44M
State Street Corp Perp/Call 5.
Q1 2019 Filed on May 16, 2019
200,000
N/A
PEBPRE
Pebblebrook Hotel Tr Cum Red P
Q1 2019 Filed on May 16, 2019
9,124
N/A
PEBPRF
Pebblebrook Hotel Tr Cum Red P
Q1 2019 Filed on May 16, 2019
8,708
N/A
NIPRB
Nisource Inc Dep Shs Repstg 1/
Q1 2019 Filed on May 16, 2019
51,470
N/A
MSPRF
Morgan Stanley Dep Shs Rpstg 1
Q1 2019 Filed on May 16, 2019
18,275
N/A
Gladstone Capital(Glad)6.125.5 Y
Q1 2019 Filed on May 16, 2019
10,000
N/A
DLNGPRB
Dynagas Lng Partners LP Pref U
Q1 2019 Filed on May 16, 2019
17,685
N/A
BCPRB
Brunswick Corp 6.25% Sr Nt Due
Q1 2019 Filed on May 16, 2019
18,100
N/A
BCPRA
Brunswick Corp Sr Nt (De)
Q1 2019 Filed on May 16, 2019
74,300
N/A
BHRPRD
Braemar Hotels & Resorts Inc
Q1 2019 Filed on May 16, 2019
22,782
N/A
Allstate 6.625. Prp/Cl 4/19 Nc
Q1 2019 Filed on May 16, 2019
10,198
N/A
Landenburg Thalman 7.00.Sn Nte
Q1 2019 Filed on May 16, 2019
28,000
N/A
ECCX
Eagle Point Credit CO Inc.

Industrials
Q1 2019 Filed on May 16, 2019
51,875
N/A
American Express Cp 5.2. Cal
Q1 2019 Filed on May 16, 2019
710,000
N/A
Tri State Capital Hlds 6.75. Pe
Q1 2019 Filed on May 16, 2019
51,573
N/A
Sotherly Hotels 7.25. Sr Nt2021
Q1 2019 Filed on May 16, 2019
25,550
N/A
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