LS
IRL

Lupo Securities’s NEW IRELAND FUND INC IRL Stock Holding History

Lupo Securities’s Portfolio IRL Stock Details IRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20,000
Closed -$3.8K – 709
2014
Q4 		$3.8K Buy
+20,000
New +$250K ﹤0.01% 412

Other funds holding IRL

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
DA
Dunvegan Associates Santa Barbara, California $85.1M AUM 2.3% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Lupo Securities's IRL Position: Q1 2015 in Review

Lupo Securities sold out of NEW IRELAND FUND INC (IRL) in Q1 2015, closing a stake of 20,000 shares — an estimated $3.8K sold.

Lupo Securities first reported a position in IRL in Q4 2014 and held it in 1 quarter. The position peaked at $3.8K in Q4 2014. 28 funds tracked by Wall St. Rank hold IRL as of Q1 2015.

  • Lupo Securities reported no remaining NEW IRELAND FUND INC position as of Q1 2015 after selling out during the quarter.
  • Lupo Securities sold 20,000 NEW IRELAND FUND INC shares in Q1 2015, an estimated $3.8K.
  • Lupo Securities first reported a position in NEW IRELAND FUND INC in Q4 2014 and held it in 1 quarter.
  • Lupo Securities's NEW IRELAND FUND INC position peaked at $3.8K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held NEW IRELAND FUND INC as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.