BKS Advisors’s INLAND REAL ESTATE CORP IRC Stock Holding History

BKS Advisors’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	-58,421	Closed	-$620K	–	180
2015 Q4	$620K	Buy	58,421 +1	+0%	+$9	0.32%	79
2015 Q3	$473K	Buy	58,420 +2	+0%	+$18	0.26%	78
2015 Q2	$550K	Buy	58,418 +286	+0.5%	+$2.92K	0.26%	75
2015 Q1	$621K	Buy	+58,132	New	+$637K	0.3%	69

Other funds holding IRC

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

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 Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

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

BKS Advisors's IRC Position: Q1 2016 in Review

BKS Advisors sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 58,421 shares — an estimated $620K sold.

BKS Advisors first reported a position in IRC in Q1 2015 and held it in 4 quarters. The position peaked at $621K in Q1 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

BKS Advisors reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
BKS Advisors sold 58,421 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $620K.
BKS Advisors first reported a position in INLAND REAL ESTATE CORP in Q1 2015 and held it in 4 quarters.
BKS Advisors's INLAND REAL ESTATE CORP position peaked at $621K in Q1 2015.
28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on BKS Advisors's 13F filing for Q1 2016, filed 9 May 2016.