ICOA
RIT

Investment Centers of America’s LMP REAL ESTATE INCOME FUND INC. COM RIT Stock Holding History

Investment Centers of America’s Portfolio RIT Stock Details RIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-11,436
Closed -$126K – 460
2014
Q3 		$126K Sell
11,436
-4,570
-29% -$52.8K 0.02% 411
2014
Q2 		$185K Sell
16,006
-7,144
-31% -$80.8K 0.04% 328
2014
Q1 		$242K Buy
+23,150
New +$243K 0.05% 307
2013
Q4 		– Sell
-23,150
Closed -$242K – 387
2013
Q3 		$242K Sell
23,150
-43,876
-65% -$490K 0.05% 310
2013
Q2 		$792K Buy
+67,026
New +$902K 0.22% 120

Other funds holding RIT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Investment Centers of America's RIT Position: Q4 2014 in Review

Investment Centers of America sold out of LMP REAL ESTATE INCOME FUND INC. COM (RIT) in Q4 2014, closing a stake of 11,436 shares — an estimated $126K sold.

Investment Centers of America first reported a position in RIT in Q2 2013 and held it in 5 quarters. The position peaked at $792K in Q2 2013. 29 funds tracked by Wall St. Rank hold RIT as of Q4 2014.

  • Investment Centers of America reported no remaining LMP REAL ESTATE INCOME FUND INC. COM position as of Q4 2014 after selling out during the quarter.
  • Investment Centers of America sold 11,436 LMP REAL ESTATE INCOME FUND INC. COM shares in Q4 2014, an estimated $126K.
  • Investment Centers of America first reported a position in LMP REAL ESTATE INCOME FUND INC. COM in Q2 2013 and held it in 5 quarters.
  • Investment Centers of America's LMP REAL ESTATE INCOME FUND INC. COM position peaked at $792K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held LMP REAL ESTATE INCOME FUND INC. COM as of Q4 2014.

Based on Investment Centers of America's 13F filing for Q4 2014, filed 6 Feb 2015.