Carroll Financial Associates’s Income Opportunity Realty Investors IOR Stock Holding History

Carroll Financial Associates’s Portfolio IOR Stock Details IOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-456	Closed	-$4K	–	1221
2017 Q2	$4K	Hold	456	–	–	﹤0.01%	1024
2017 Q1	$3K	Hold	456	–	–	﹤0.01%	1054
2016 Q4	$3K	Hold	456	–	–	﹤0.01%	1012
2016 Q3	$3K	Hold	456	–	–	﹤0.01%	1030
2016 Q2	$3K	Hold	456	–	–	﹤0.01%	1010
2016 Q1	$3K	Hold	456	–	–	﹤0.01%	994
2015 Q4	$3K	Hold	456	–	–	﹤0.01%	950
2015 Q3	$3K	Buy	+456	New	+$3.7K	﹤0.01%	930

Other funds holding IOR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carroll Financial Associates's IOR Position: Q3 2017 in Review

Carroll Financial Associates sold out of Income Opportunity Realty Investors (IOR) in Q3 2017, closing a stake of 456 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in IOR in Q3 2015 and held it in 8 quarters. The position peaked at $4K in Q2 2017. 3 funds tracked by Wall St. Rank hold IOR as of Q3 2017.

Carroll Financial Associates reported no remaining Income Opportunity Realty Investors position as of Q3 2017 after selling out during the quarter.
Carroll Financial Associates sold 456 Income Opportunity Realty Investors shares in Q3 2017, an estimated $4K.
Carroll Financial Associates first reported a position in Income Opportunity Realty Investors in Q3 2015 and held it in 8 quarters.
Carroll Financial Associates's Income Opportunity Realty Investors position peaked at $4K in Q2 2017.
3 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q3 2017.

Based on Carroll Financial Associates's 13F filing for Q3 2017, filed 25 Oct 2017.