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MSI Financial Services’s Independence Realty Trust IRT Stock Holding History

MSI Financial Services’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
2016
Q4 		$16K Buy
1,800
+300
+20% +$2.6K ﹤0.01% 2535
2016
Q3 		$14K Buy
+1,500
New +$14K ﹤0.01% 2590

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MSI Financial Services's IRT Position: Q4 2016 in Review

MSI Financial Services increased its Independence Realty Trust (IRT) stake by 20% in Q4 2016, buying an estimated $2.6K and bringing the position to 1,800 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

MSI Financial Services first reported a position in IRT in Q3 2016 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold IRT as of Q4 2016.

  • MSI Financial Services held 1,800 shares of Independence Realty Trust worth $16K as of Q4 2016.
  • MSI Financial Services bought 300 Independence Realty Trust shares in Q4 2016, an estimated $2.6K.
  • Independence Realty Trust made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2535 holding.
  • MSI Financial Services first reported a position in Independence Realty Trust in Q3 2016 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.