IFWM
RSO

Institute for Wealth Management’s Resource Capital Corp. RSO Stock Holding History

Institute for Wealth Management’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$2K – 130
2013
Q2 		$2K Buy
+100
New +$2.56K ﹤0.01% 112

Other funds holding RSO

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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 $757B AUM 28.64% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

Institute for Wealth Management's RSO Position: Q3 2013 in Review

Institute for Wealth Management sold out of Resource Capital Corp. (RSO) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in RSO in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 125 funds tracked by Wall St. Rank hold RSO as of Q3 2013.

  • Institute for Wealth Management reported no remaining Resource Capital Corp. position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 100 Resource Capital Corp. shares in Q3 2013, an estimated $2K.
  • Institute for Wealth Management first reported a position in Resource Capital Corp. in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Resource Capital Corp. position peaked at $2K in Q2 2013.
  • 125 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.