MFS
IRC

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

MSI 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
-2,027
Closed -$22K – 4309
2015
Q4 		$22K Sell
2,027
-273
-12% -$2.55K ﹤0.01% 2269
2015
Q3 		$19K Hold
2,300
– – ﹤0.01% 1753
2015
Q2 		$22K Hold
2,300
– – ﹤0.01% 1757
2015
Q1 		$25K Hold
2,300
– – ﹤0.01% 1706
2014
Q4 		$25K Buy
2,300
+1,700
+283% +$18K ﹤0.01% 1434
2014
Q3 		$6K Buy
+600
New +$6.24K ﹤0.01% 2082

Other funds holding IRC

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
LSV Asset Management
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
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Nomura Asset Management
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

MSI Financial Services's IRC Position: Q1 2016 in Review

MSI Financial Services sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 2,027 shares — an estimated $22K sold.

MSI Financial Services first reported a position in IRC in Q3 2014 and held it in 6 quarters. The position peaked at $25K in Q1 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • MSI Financial Services reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 2,027 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $22K.
  • MSI Financial Services first reported a position in INLAND REAL ESTATE CORP in Q3 2014 and held it in 6 quarters.
  • MSI Financial Services's INLAND REAL ESTATE CORP position peaked at $25K in Q1 2015.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.