Commonwealth Equity Services
IRC

Commonwealth Equity Services’s INLAND REAL ESTATE CORP IRC Stock Holding History

Commonwealth Equity Services’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
-239,804
Closed -$2.55M – 2331
2015
Q4 		$2.55M Sell
239,804
-8,991
-4% -$84K 0.02% 542
2015
Q3 		$2.02M Sell
248,795
-2,402
-1% -$21.9K 0.02% 590
2015
Q2 		$2.37M Buy
251,197
+24,905
+11% +$255K 0.02% 561
2015
Q1 		$2.42M Sell
226,292
-15,228
-6% -$167K 0.03% 541
2014
Q4 		$2.65M Buy
241,520
+7,628
+3% +$80.9K 0.03% 475
2014
Q3 		$2.32M Buy
233,892
+15,858
+7% +$165K 0.03% 506
2014
Q2 		$2.32M Buy
218,034
+22,738
+12% +$239K 0.03% 505
2014
Q1 		$2.06M Buy
195,296
+49,273
+34% +$516K 0.03% 514
2013
Q4 		$1.54M Buy
146,023
+9,252
+7% +$97.2K 0.02% 582
2013
Q3 		$1.4M Buy
136,771
+16,544
+14% +$170K 0.02% 576
2013
Q2 		$1.23M Buy
+120,227
New +$1.29M 0.02% 590

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

Commonwealth Equity Services's IRC Position: Q1 2016 in Review

Commonwealth Equity Services sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 239,804 shares — an estimated $2.55M sold.

Commonwealth Equity Services first reported a position in IRC in Q2 2013 and held it in 11 quarters. The position peaked at $2.65M in Q4 2014. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • Commonwealth Equity Services reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • Commonwealth Equity Services sold 239,804 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $2.55M.
  • Commonwealth Equity Services first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and held it in 11 quarters.
  • Commonwealth Equity Services's INLAND REAL ESTATE CORP position peaked at $2.65M in Q4 2014.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Commonwealth Equity Services's 13F filing for Q1 2016, filed 27 Apr 2016.