AF
IRC

Allworth Financial’s INLAND REAL ESTATE CORP IRC Stock Holding History

Allworth Financial’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
2016
Q1 		– Sell
-7,001
Closed -$74K – 715
2015
Q4 		$74K Buy
7,001
+109
+2% +$1.02K 0.01% 175
2015
Q3 		$56K Buy
+6,892
New +$62.8K 0.02% 200

Other funds holding IRC

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Allworth Financial's IRC Position: Q1 2016 in Review

Allworth Financial sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 7,001 shares — an estimated $74K sold.

Allworth Financial first reported a position in IRC in Q3 2015 and held it in 2 quarters. The position peaked at $74K in Q4 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • Allworth Financial reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • Allworth Financial sold 7,001 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $74K.
  • Allworth Financial first reported a position in INLAND REAL ESTATE CORP in Q3 2015 and held it in 2 quarters.
  • Allworth Financial's INLAND REAL ESTATE CORP position peaked at $74K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Allworth Financial's 13F filing for Q1 2016, filed 16 May 2016.