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Clear Investment Research’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Clear Investment Research’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-24
Closed – – 409
2019
Q3 		$0 Hold
24
– – ﹤0.01% 401
2019
Q2 		$0 Hold
24
– – ﹤0.01% 402
2019
Q1 		$0 Hold
24
– – ﹤0.01% 394
2018
Q4 		$0 Hold
24
– – ﹤0.01% 395
2018
Q3 		$0 Buy
+24
New +$458 ﹤0.01% 397

Other funds holding ROIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.52B AUM 23.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Clear Investment Research's ROIC Position: Q4 2019 in Review

Clear Investment Research sold out of Retail Opportunity Investments Corp. (ROIC) in Q4 2019, closing a stake of 24 shares.

Clear Investment Research first reported a position in ROIC in Q3 2018 and held it in 5 quarters. The position peaked at $0 in Q3 2019. 223 funds tracked by Wall St. Rank hold ROIC as of Q4 2019.

  • Clear Investment Research reported no remaining Retail Opportunity Investments Corp. position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 24 Retail Opportunity Investments Corp. shares in Q4 2019.
  • Clear Investment Research first reported a position in Retail Opportunity Investments Corp. in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Retail Opportunity Investments Corp. position peaked at $0 in Q3 2019.
  • 223 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.