EWM
IRE

Endurance Wealth Management’s GOVERNOR-BK OF IRELND ADS NEW IRE Stock Holding History

Endurance Wealth Management’s Portfolio IRE Stock Details IRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,000
Closed -$222K – 539
2015
Q4 		$222K Hold
15,000
– – 0.04% 155
2015
Q3 		$234K Hold
15,000
– – 0.04% 157
2015
Q2 		$241K Hold
15,000
– – 0.04% 151
2015
Q1 		$225K Hold
15,000
– – 0.04% 165
2014
Q4 		$228K Hold
15,000
– – 0.04% 158
2014
Q3 		$237K Hold
15,000
– – 0.04% 153
2014
Q2 		$208K Hold
15,000
– – 0.03% 165
2014
Q1 		$290K Hold
15,000
– – 0.06% 138
2013
Q4 		$216K Hold
15,000
– – 0.04% 147
2013
Q3 		$169K Hold
15,000
– – 0.04% 143
2013
Q2 		$125K Buy
+15,000
New +$136K 0.03% 143

Other funds holding IRE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Endurance Wealth Management's IRE Position: Q1 2016 in Review

Endurance Wealth Management sold out of GOVERNOR-BK OF IRELND ADS NEW (IRE) in Q1 2016, closing a stake of 15,000 shares — an estimated $222K sold.

Endurance Wealth Management first reported a position in IRE in Q2 2013 and held it in 11 quarters. The position peaked at $290K in Q1 2014. 4 funds tracked by Wall St. Rank hold IRE as of Q1 2016.

  • Endurance Wealth Management reported no remaining GOVERNOR-BK OF IRELND ADS NEW position as of Q1 2016 after selling out during the quarter.
  • Endurance Wealth Management sold 15,000 GOVERNOR-BK OF IRELND ADS NEW shares in Q1 2016, an estimated $222K.
  • Endurance Wealth Management first reported a position in GOVERNOR-BK OF IRELND ADS NEW in Q2 2013 and held it in 11 quarters.
  • Endurance Wealth Management's GOVERNOR-BK OF IRELND ADS NEW position peaked at $290K in Q1 2014.
  • 4 funds tracked by Wall St. Rank held GOVERNOR-BK OF IRELND ADS NEW as of Q1 2016.

Based on Endurance Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.