BBPWM
RIT

Blue Bell Private Wealth Management’s LMP REAL ESTATE INCOME FUND INC. COM RIT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio RIT Stock Details RIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,684
Closed -$78K – 446
2016
Q1 		$78K Sell
5,684
-23,728
-81% -$301K 0.05% 174
2015
Q4 		$384K Buy
29,412
+8,052
+38% +$103K 0.26% 66
2015
Q3 		$262K Buy
21,360
+1,286
+6% +$15.4K 0.18% 79
2015
Q2 		$235K Buy
20,074
+18,405
+1,103% +$231K 0.14% 85
2015
Q1 		$21K Buy
+1,669
New +$21.8K 0.01% 304

Blue Bell Private Wealth Management's RIT Position: Q2 2016 in Review

Blue Bell Private Wealth Management sold out of LMP REAL ESTATE INCOME FUND INC. COM (RIT) in Q2 2016, closing a stake of 5,684 shares — an estimated $78K sold.

Blue Bell Private Wealth Management first reported a position in RIT in Q1 2015 and held it in 5 quarters. The position peaked at $384K in Q4 2015. 0 funds tracked by Wall St. Rank hold RIT as of Q2 2016.

  • Blue Bell Private Wealth Management reported no remaining LMP REAL ESTATE INCOME FUND INC. COM position as of Q2 2016 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 5,684 LMP REAL ESTATE INCOME FUND INC. COM shares in Q2 2016, an estimated $78K.
  • Blue Bell Private Wealth Management first reported a position in LMP REAL ESTATE INCOME FUND INC. COM in Q1 2015 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's LMP REAL ESTATE INCOME FUND INC. COM position peaked at $384K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held LMP REAL ESTATE INCOME FUND INC. COM as of Q2 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.