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 $13.7B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return