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K2 Principal Fund’s Independence Realty Trust IRT Stock Holding History

K2 Principal Fund’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44,290
Closed -$437K – 359
2017
Q2 		$437K Sell
44,290
-6,910
-13% -$65.6K 0.03% 269
2017
Q1 		$480K Buy
+51,200
New +$467K 0.04% 239

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

K2 Principal Fund's IRT Position: Q3 2017 in Review

K2 Principal Fund sold out of Independence Realty Trust (IRT) in Q3 2017, closing a stake of 44,290 shares — an estimated $437K sold.

K2 Principal Fund first reported a position in IRT in Q1 2017 and held it in 2 quarters. The position peaked at $480K in Q1 2017. 160 funds tracked by Wall St. Rank hold IRT as of Q3 2017.

  • K2 Principal Fund reported no remaining Independence Realty Trust position as of Q3 2017 after selling out during the quarter.
  • K2 Principal Fund sold 44,290 Independence Realty Trust shares in Q3 2017, an estimated $437K.
  • K2 Principal Fund first reported a position in Independence Realty Trust in Q1 2017 and held it in 2 quarters.
  • K2 Principal Fund's Independence Realty Trust position peaked at $480K in Q1 2017.
  • 160 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2017.

Based on K2 Principal Fund's 13F filing for Q3 2017, filed 9 Nov 2017.