Envestnet Asset Management
IRC

Envestnet Asset Management’s INLAND REAL ESTATE CORP IRC Stock Holding History

Envestnet Asset Management’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
-6,101
Closed -$65K – 3243
2015
Q4 		$65K Sell
6,101
-3,799
-38% -$35.5K ﹤0.01% 2555
2015
Q3 		$80K Buy
+9,900
New +$90.2K ﹤0.01% 2443

Other funds holding IRC

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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

Envestnet Asset Management's IRC Position: Q1 2016 in Review

Envestnet Asset Management sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 6,101 shares — an estimated $65K sold.

Envestnet Asset Management first reported a position in IRC in Q3 2015 and held it in 2 quarters. The position peaked at $80K in Q3 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • Envestnet Asset Management reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 6,101 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $65K.
  • Envestnet Asset Management first reported a position in INLAND REAL ESTATE CORP in Q3 2015 and held it in 2 quarters.
  • Envestnet Asset Management's INLAND REAL ESTATE CORP position peaked at $80K in Q3 2015.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Envestnet Asset Management's 13F filing for Q1 2016, filed 16 May 2016.