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Insight Capital Research & Management’s Agree Realty ADC Stock Holding History

Insight Capital Research & Management’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,558
Closed -$374K – 109
2016
Q3 		$374K Sell
7,558
-44,208
-85% -$2.15M 0.17% 90
2016
Q2 		$2.5M Buy
+51,766
New +$2.18M 0.87% 65

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Insight Capital Research & Management's ADC Position: Q4 2016 in Review

Insight Capital Research & Management sold out of Agree Realty (ADC) in Q4 2016, closing a stake of 7,558 shares — an estimated $374K sold.

Insight Capital Research & Management first reported a position in ADC in Q2 2016 and held it in 2 quarters. The position peaked at $2.5M in Q2 2016. 182 funds tracked by Wall St. Rank hold ADC as of Q4 2016.

  • Insight Capital Research & Management reported no remaining Agree Realty position as of Q4 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 7,558 Agree Realty shares in Q4 2016, an estimated $374K.
  • Insight Capital Research & Management first reported a position in Agree Realty in Q2 2016 and held it in 2 quarters.
  • Insight Capital Research & Management's Agree Realty position peaked at $2.5M in Q2 2016.
  • 182 funds tracked by Wall St. Rank held Agree Realty as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.