FBT
IRC

Founders Bank & Trust’s INLAND REAL ESTATE CORP IRC Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$110K Hold
10,000
– – 0.06% 138
2014
Q3 		$99K Hold
10,000
– – 0.06% 140
2014
Q2 		$106K Hold
10,000
– – 0.06% 135
2014
Q1 		$106K Hold
10,000
– – 0.06% 121
2013
Q4 		$102K Hold
10,000
– – 0.06% 121
2013
Q3 		$102K Hold
10,000
– – 0.05% 117
2013
Q2 		$102K Buy
+10,000
New +$107K 0.05% 107

Other funds holding IRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Founders Bank & Trust's IRC Position: Q4 2014 in Review

Founders Bank & Trust held its INLAND REAL ESTATE CORP (IRC) position steady in Q4 2014 at 10,000 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #138.

Founders Bank & Trust first reported a position in IRC in Q2 2013 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold IRC as of Q4 2014.

  • Founders Bank & Trust held 10,000 shares of INLAND REAL ESTATE CORP worth $110K as of Q4 2014.
  • Founders Bank & Trust left its INLAND REAL ESTATE CORP share count unchanged in Q4 2014.
  • INLAND REAL ESTATE CORP made up 0.06% of Founders Bank & Trust's portfolio in Q4 2014, its #138 holding.
  • Founders Bank & Trust first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.