JGC
ROIC

J. Goldman & Co’s Retail Opportunity Investments Corp. ROIC Stock Holding History

J. Goldman & Co’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-82,535
Closed -$1.23M – 317
2014
Q1 		$1.23M Buy
+82,535
New +$1.2M 0.09% 196

Other funds holding ROIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

J. Goldman & Co's ROIC Position: Q2 2014 in Review

J. Goldman & Co sold out of Retail Opportunity Investments Corp. (ROIC) in Q2 2014, closing a stake of 82,535 shares — an estimated $1.23M sold.

J. Goldman & Co first reported a position in ROIC in Q1 2014 and held it in 1 quarter. The position peaked at $1.23M in Q1 2014. 178 funds tracked by Wall St. Rank hold ROIC as of Q2 2014.

  • J. Goldman & Co reported no remaining Retail Opportunity Investments Corp. position as of Q2 2014 after selling out during the quarter.
  • J. Goldman & Co sold 82,535 Retail Opportunity Investments Corp. shares in Q2 2014, an estimated $1.23M.
  • J. Goldman & Co first reported a position in Retail Opportunity Investments Corp. in Q1 2014 and held it in 1 quarter.
  • J. Goldman & Co's Retail Opportunity Investments Corp. position peaked at $1.23M in Q1 2014.
  • 178 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q2 2014.

Based on J. Goldman & Co's 13F filing for Q2 2014, filed 14 Aug 2014.