IFWM
RPAI

Institute for Wealth Management’s RETAIL PROPERTIES OF AMERICA, INC. RPAI Stock Holding History

Institute for Wealth Management’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
2014
Q2 		– Sell
-600
Closed -$8K – 72
2014
Q1 		$8K Buy
+600
New +$7.97K 0.01% 64
2013
Q3 		– Sell
-14,078
Closed -$201K – 127
2013
Q2 		$201K Buy
+14,078
New +$212K 0.16% 34

Other funds holding RPAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Institute for Wealth Management's RPAI Position: Q2 2014 in Review

Institute for Wealth Management sold out of RETAIL PROPERTIES OF AMERICA, INC. (RPAI) in Q2 2014, closing a stake of 600 shares — an estimated $8K sold.

Institute for Wealth Management first reported a position in RPAI in Q2 2013 and held it in 2 quarters. The position peaked at $201K in Q2 2013. 210 funds tracked by Wall St. Rank hold RPAI as of Q2 2014.

  • Institute for Wealth Management reported no remaining RETAIL PROPERTIES OF AMERICA, INC. position as of Q2 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 600 RETAIL PROPERTIES OF AMERICA, INC. shares in Q2 2014, an estimated $8K.
  • Institute for Wealth Management first reported a position in RETAIL PROPERTIES OF AMERICA, INC. in Q2 2013 and held it in 2 quarters.
  • Institute for Wealth Management's RETAIL PROPERTIES OF AMERICA, INC. position peaked at $201K in Q2 2013.
  • 210 funds tracked by Wall St. Rank held RETAIL PROPERTIES OF AMERICA, INC. as of Q2 2014.

Based on Institute for Wealth Management's 13F filing for Q2 2014, filed 16 Jul 2014.