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Mosaic Family Wealth’s Independence Realty Trust IRT Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-6,000
Closed -$61K – 798
2017
Q3 		$61K Hold
6,000
– – 0.02% 316
2017
Q2 		$59K Hold
6,000
– – 0.02% 308
2017
Q1 		$56K Hold
6,000
– – 0.02% 306
2016
Q4 		$54K Buy
+6,000
New +$51.9K 0.02% 309

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's IRT Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Independence Realty Trust (IRT) in Q4 2017, closing a stake of 6,000 shares — an estimated $61K sold.

Mosaic Family Wealth first reported a position in IRT in Q4 2016 and held it in 4 quarters. The position peaked at $61K in Q3 2017. 169 funds tracked by Wall St. Rank hold IRT as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Independence Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 6,000 Independence Realty Trust shares in Q4 2017, an estimated $61K.
  • Mosaic Family Wealth first reported a position in Independence Realty Trust in Q4 2016 and held it in 4 quarters.
  • Mosaic Family Wealth's Independence Realty Trust position peaked at $61K in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.