GWM
IRC

Gupta Wealth Management’s INLAND REAL ESTATE CORP IRC Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-2,000
Closed -$16K – 1424
2015
Q3 		$16K Buy
+2,000
New +$18.2K ﹤0.01% 772

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DLG
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's IRC Position: Q4 2015 in Review

Gupta Wealth Management sold out of INLAND REAL ESTATE CORP (IRC) in Q4 2015, closing a stake of 2,000 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in IRC in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 169 funds tracked by Wall St. Rank hold IRC as of Q4 2015.

  • Gupta Wealth Management reported no remaining INLAND REAL ESTATE CORP position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,000 INLAND REAL ESTATE CORP shares in Q4 2015, an estimated $16K.
  • Gupta Wealth Management first reported a position in INLAND REAL ESTATE CORP in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's INLAND REAL ESTATE CORP position peaked at $16K in Q3 2015.
  • 169 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.