Investors Capital Advisory Services’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$228K Buy
10,550
+450
+4% +$9.1K 0.04% 535
2016
Q1
$203K Buy
+10,100
New +$187K 0.04% 567

Other funds holding ROIC

Investors Capital Advisory Services's ROIC Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Retail Opportunity Investments Corp. (ROIC) stake by 4.5% in Q2 2016, buying an estimated $9.1K and bringing the position to 10,550 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #535.

Investors Capital Advisory Services first reported a position in ROIC in Q1 2016 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold ROIC as of Q2 2016.

  • Investors Capital Advisory Services held 10,550 shares of Retail Opportunity Investments Corp. worth $228K as of Q2 2016.
  • Investors Capital Advisory Services bought 450 Retail Opportunity Investments Corp. shares in Q2 2016, an estimated $9.1K.
  • Retail Opportunity Investments Corp. made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #535 holding.
  • Investors Capital Advisory Services first reported a position in Retail Opportunity Investments Corp. in Q1 2016 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.