IPC
IRC

Independent Portfolio Consultants’s INLAND REAL ESTATE CORP IRC Stock Holding History

Independent Portfolio Consultants’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
2016
Q1 		– Sell
-15,505
Closed -$165K – 832
2015
Q4 		$165K Sell
15,505
-2,510
-14% -$23.5K 0.05% 363
2015
Q3 		$146K Buy
18,015
+35
+0.2% +$319 0.03% 400
2015
Q2 		$169K Buy
+17,980
New +$184K 0.03% 392

Other funds holding IRC

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Independent Portfolio Consultants's IRC Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 15,505 shares — an estimated $165K sold.

Independent Portfolio Consultants first reported a position in IRC in Q2 2015 and held it in 3 quarters. The position peaked at $169K in Q2 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 15,505 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $165K.
  • Independent Portfolio Consultants first reported a position in INLAND REAL ESTATE CORP in Q2 2015 and held it in 3 quarters.
  • Independent Portfolio Consultants's INLAND REAL ESTATE CORP position peaked at $169K in Q2 2015.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.