IWA
RPAI

Independence Wealth Advisors’s RETAIL PROPERTIES OF AMERICA, INC. RPAI Stock Holding History

Independence Wealth Advisors’s Portfolio RPAI Stock Details RPAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-19,312
Closed -$225K – 25
2018
Q1 		$225K Hold
19,312
– – 0.21% 25
2017
Q4 		$260K Buy
+19,312
New +$251K 0.24% 24

Other funds holding RPAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Independence Wealth Advisors's RPAI Position: Q2 2018 in Review

Independence Wealth Advisors sold out of RETAIL PROPERTIES OF AMERICA, INC. (RPAI) in Q2 2018, closing a stake of 19,312 shares — an estimated $225K sold.

Independence Wealth Advisors first reported a position in RPAI in Q4 2017 and held it in 2 quarters. The position peaked at $260K in Q4 2017. 271 funds tracked by Wall St. Rank hold RPAI as of Q2 2018.

  • Independence Wealth Advisors reported no remaining RETAIL PROPERTIES OF AMERICA, INC. position as of Q2 2018 after selling out during the quarter.
  • Independence Wealth Advisors sold 19,312 RETAIL PROPERTIES OF AMERICA, INC. shares in Q2 2018, an estimated $225K.
  • Independence Wealth Advisors first reported a position in RETAIL PROPERTIES OF AMERICA, INC. in Q4 2017 and held it in 2 quarters.
  • Independence Wealth Advisors's RETAIL PROPERTIES OF AMERICA, INC. position peaked at $260K in Q4 2017.
  • 271 funds tracked by Wall St. Rank held RETAIL PROPERTIES OF AMERICA, INC. as of Q2 2018.

Based on Independence Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.