Ladenburg Thalmann Financial Services’s INLAND REAL ESTATE CORP IRC Stock Holding History

Ladenburg Thalmann Financial Services’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
2016 Q1	–	Sell	-18,854	Closed	-$200K	–	5049
2015 Q4	$200K	Sell	18,854 -34,824	-65%	-$325K	﹤0.01%	1580
2015 Q3	$435K	Buy	53,678 +15,343	+40%	+$140K	0.01%	1041
2015 Q2	$364K	Buy	38,335 +30,568	+394%	+$313K	0.01%	1223
2015 Q1	$83K	Buy	7,767 +1,485	+24%	+$16.3K	﹤0.01%	2199
2014 Q4	$70K	Sell	6,282 -3,490	-36%	-$37K	﹤0.01%	2139
2014 Q3	$98K	Buy	9,772 +6,871	+237%	+$71.5K	﹤0.01%	1613
2014 Q2	$31K	Buy	2,901 +10	+0.3%	+$105	﹤0.01%	2350
2014 Q1	$31K	Buy	2,891 +10	+0.3%	+$105	﹤0.01%	2288
2013 Q4	$31K	Sell	2,881 -990	-26%	-$10.4K	﹤0.01%	2260
2013 Q3	$40K	Buy	3,871 +760	+24%	+$7.81K	﹤0.01%	1968
2013 Q2	$32K	Buy	+3,111	New	+$33.3K	﹤0.01%	2042

Other funds holding IRC

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IRC Position: Q1 2016 in Review

Ladenburg Thalmann Financial Services sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 18,854 shares — an estimated $200K sold.

Ladenburg Thalmann Financial Services first reported a position in IRC in Q2 2013 and held it in 11 quarters. The position peaked at $435K in Q3 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

Ladenburg Thalmann Financial Services reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 18,854 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $200K.
Ladenburg Thalmann Financial Services first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and held it in 11 quarters.
Ladenburg Thalmann Financial Services's INLAND REAL ESTATE CORP position peaked at $435K in Q3 2015.
28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2016, filed 16 May 2016.