AG
IRC

Aperio Group’s INLAND REAL ESTATE CORP IRC Stock Holding History

Aperio Group’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
-14,723
Closed -$156K – 2132
2015
Q4 		$156K Sell
14,723
-4,670
-24% -$43.6K ﹤0.01% 1866
2015
Q3 		$157K Buy
19,393
+3,991
+26% +$36.4K ﹤0.01% 1800
2015
Q2 		$145K Buy
+15,402
New +$157K ﹤0.01% 1919
2014
Q2 		– Sell
-10,075
Closed -$106K – 1841
2014
Q1 		$106K Buy
+10,075
New +$105K ﹤0.01% 1957

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

Aperio Group's IRC Position: Q1 2016 in Review

Aperio Group sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 14,723 shares — an estimated $156K sold.

Aperio Group first reported a position in IRC in Q1 2014 and held it in 4 quarters. The position peaked at $157K in Q3 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • Aperio Group reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • Aperio Group sold 14,723 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $156K.
  • Aperio Group first reported a position in INLAND REAL ESTATE CORP in Q1 2014 and held it in 4 quarters.
  • Aperio Group's INLAND REAL ESTATE CORP position peaked at $157K in Q3 2015.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Aperio Group's 13F filing for Q1 2016, filed 28 Apr 2016.