JPTCCM
IRC

J.P. Turner & Co Capital Management’s INLAND REAL ESTATE CORP IRC Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio IRC Stock Details IRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$110K Sell
13,661
-2,200
-14% -$20K 0.11% 164
2015
Q2 		$149K Hold
15,861
– – 0.12% 202
2015
Q1 		$170K Hold
15,861
– – 0.16% 171
2014
Q4 		$173K Buy
+15,861
New +$168K 0.17% 169

Other funds holding IRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.P. Turner & Co Capital Management's IRC Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its INLAND REAL ESTATE CORP (IRC) stake by 14% in Q3 2015, selling an estimated $20K and leaving 13,661 shares worth $110K. The position accounts for 0.11% of the portfolio, ranked #164.

J.P. Turner & Co Capital Management first reported a position in IRC in Q4 2014 and has held it in 4 quarters since. The position peaked at $173K in Q4 2014. 172 funds tracked by Wall St. Rank hold IRC as of Q3 2015.

  • J.P. Turner & Co Capital Management held 13,661 shares of INLAND REAL ESTATE CORP worth $110K as of Q3 2015.
  • J.P. Turner & Co Capital Management sold 2,200 INLAND REAL ESTATE CORP shares in Q3 2015, an estimated $20K.
  • INLAND REAL ESTATE CORP made up 0.11% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #164 holding.
  • J.P. Turner & Co Capital Management first reported a position in INLAND REAL ESTATE CORP in Q4 2014 and has held it in 4 quarters since.
  • J.P. Turner & Co Capital Management's INLAND REAL ESTATE CORP position peaked at $173K in Q4 2014.
  • 172 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.