IPC
REIS

Independent Portfolio Consultants’s Reis, Inc. REIS Stock Holding History

Independent Portfolio Consultants’s Portfolio REIS Stock Details REIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-425
Closed -$9K – 935
2016
Q4 		$9K Buy
425
+75
+21% +$1.61K ﹤0.01% 713
2016
Q3 		$7K Sell
350
-135
-28% -$2.95K ﹤0.01% 699
2016
Q2 		$12K Hold
485
– – ﹤0.01% 686
2016
Q1 		$11K Buy
485
+150
+45% +$3.35K ﹤0.01% 717
2015
Q4 		$8K Hold
335
– – ﹤0.01% 732
2015
Q3 		$8K Buy
335
+250
+294% +$6.03K ﹤0.01% 746
2015
Q2 		$2K Hold
85
– – ﹤0.01% 844
2015
Q1 		$2K Hold
85
– – ﹤0.01% 899
2014
Q4 		$2K Buy
+85
New +$2.04K ﹤0.01% 774

Other funds holding REIS

NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Independent Portfolio Consultants's REIS Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Reis, Inc. (REIS) in Q1 2017, closing a stake of 425 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in REIS in Q4 2014 and held it in 9 quarters. The position peaked at $12K in Q2 2016. 64 funds tracked by Wall St. Rank hold REIS as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Reis, Inc. position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 425 Reis, Inc. shares in Q1 2017, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in Reis, Inc. in Q4 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's Reis, Inc. position peaked at $12K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held Reis, Inc. as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.