IA
RSO

IFP Advisors’s Resource Capital Corp. RSO Stock Holding History

IFP Advisors’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,595
Closed -$17K – 4319
2017
Q3 		$17K Hold
1,595
– – ﹤0.01% 2738
2017
Q2 		$16K Sell
1,595
-600
-27% -$5.77K ﹤0.01% 2731
2017
Q1 		$21K Sell
2,195
-100
-4% -$868 ﹤0.01% 2493
2016
Q4 		$19K Buy
2,295
+320
+16% +$3.32K ﹤0.01% 2516
2016
Q3 		$25K Hold
1,975
– – ﹤0.01% 2284
2016
Q2 		$25K Buy
+1,975
New +$24.3K ﹤0.01% 2220
2016
Q1 		– Sell
-1,075
Closed -$14K – 3964
2015
Q4 		$14K Buy
+1,075
New +$13.4K ﹤0.01% 2409

Other funds holding RSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T
Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's RSO Position: Q4 2017 in Review

IFP Advisors sold out of Resource Capital Corp. (RSO) in Q4 2017, closing a stake of 1,595 shares — an estimated $17K sold.

IFP Advisors first reported a position in RSO in Q4 2015 and held it in 7 quarters. The position peaked at $25K in Q3 2016. 102 funds tracked by Wall St. Rank hold RSO as of Q4 2017.

  • IFP Advisors reported no remaining Resource Capital Corp. position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,595 Resource Capital Corp. shares in Q4 2017, an estimated $17K.
  • IFP Advisors first reported a position in Resource Capital Corp. in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's Resource Capital Corp. position peaked at $25K in Q3 2016.
  • 102 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.