AIM
IRC

Advantage Investment Management’s INLAND REAL ESTATE CORP IRC Stock Holding History

Advantage Investment Management’s Portfolio IRC Stock Details IRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-51,165
Closed -$560K – 940
2014
Q4 		$560K Buy
+51,165
New +$542K 0.42% 54

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BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Advantage Investment Management's IRC Position: Q1 2015 in Review

Advantage Investment Management sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2015, closing a stake of 51,165 shares — an estimated $560K sold.

Advantage Investment Management first reported a position in IRC in Q4 2014 and held it in 1 quarter. The position peaked at $560K in Q4 2014. 165 funds tracked by Wall St. Rank hold IRC as of Q1 2015.

  • Advantage Investment Management reported no remaining INLAND REAL ESTATE CORP position as of Q1 2015 after selling out during the quarter.
  • Advantage Investment Management sold 51,165 INLAND REAL ESTATE CORP shares in Q1 2015, an estimated $560K.
  • Advantage Investment Management first reported a position in INLAND REAL ESTATE CORP in Q4 2014 and held it in 1 quarter.
  • Advantage Investment Management's INLAND REAL ESTATE CORP position peaked at $560K in Q4 2014.
  • 165 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2015.

Based on Advantage Investment Management's 13F filing for Q1 2015, filed 27 Mar 2017.