First Allied Advisory Services’s Independence Realty Trust IRT Stock Holding History

First Allied Advisory Services’s Portfolio IRT Stock Details IRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-37,419	Closed	-$381K	–	1314
2017 Q4	$381K	Sell	37,419 -5,676	-13%	-$58.5K	0.02%	766
2017 Q3	$441K	Buy	+43,095	New	+$436K	0.02%	660
2017 Q1	–	Sell	-30,607	Closed	-$273K	–	1128
2016 Q4	$273K	Sell	30,607 -20,513	-40%	-$178K	0.01%	828
2016 Q3	$460K	Buy	51,120 +3,410	+7%	+$31.8K	0.02%	593
2016 Q2	$392K	Buy	47,710 +8,122	+21%	+$60.7K	0.02%	637
2016 Q1	$280K	Sell	39,588 -731	-2%	-$4.92K	0.02%	767
2015 Q4	$303K	Sell	40,319 -10,716	-21%	-$81.5K	0.02%	764
2015 Q3	$368K	Hold	51,035	–	–	0.02%	666
2015 Q2	$382K	Buy	51,035 +6,863	+16%	+$60.5K	0.02%	726
2015 Q1	$420K	Buy	44,172 +1,163	+3%	+$11K	0.03%	636
2014 Q4	$400K	Buy	43,009 +5,812	+16%	+$55.3K	0.03%	610
2014 Q3	$363K	Buy	37,197 +779	+2%	+$7.77K	0.03%	647
2014 Q2	$346K	Buy	36,418 +10,619	+41%	+$95.8K	0.03%	658
2014 Q1	$230K	Buy	25,799 +9,882	+62%	+$84.7K	0.02%	832
2013 Q4	$135K	Buy	+15,917	New	+$135K	0.01%	870

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BCWM

Blue Chip Wealth Management Miami Beach, Florida $127M AUM 40.67% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

First Allied Advisory Services's IRT Position: Q1 2018 in Review

First Allied Advisory Services sold out of Independence Realty Trust (IRT) in Q1 2018, closing a stake of 37,419 shares — an estimated $381K sold.

First Allied Advisory Services first reported a position in IRT in Q4 2013 and held it in 15 quarters. The position peaked at $460K in Q3 2016. 172 funds tracked by Wall St. Rank hold IRT as of Q1 2018.

First Allied Advisory Services reported no remaining Independence Realty Trust position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 37,419 Independence Realty Trust shares in Q1 2018, an estimated $381K.
First Allied Advisory Services first reported a position in Independence Realty Trust in Q4 2013 and held it in 15 quarters.
First Allied Advisory Services's Independence Realty Trust position peaked at $460K in Q3 2016.
172 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.