NFG
RIT

Next Financial Group’s LMP REAL ESTATE INCOME FUND INC. COM RIT Stock Holding History

Next Financial Group’s Portfolio RIT Stock Details RIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$6K – 2085
2015
Q1 		$6K Hold
500
– – ﹤0.01% 1460
2014
Q4 		$6K Sell
500
-895
-64% -$10.7K ﹤0.01% 1465
2014
Q3 		$16K Buy
+1,395
New +$16.1K ﹤0.01% 1552

Other funds holding RIT

MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Next Financial Group's RIT Position: Q2 2015 in Review

Next Financial Group sold out of LMP REAL ESTATE INCOME FUND INC. COM (RIT) in Q2 2015, closing a stake of 500 shares — an estimated $6K sold.

Next Financial Group first reported a position in RIT in Q3 2014 and held it in 3 quarters. The position peaked at $16K in Q3 2014. 31 funds tracked by Wall St. Rank hold RIT as of Q2 2015.

  • Next Financial Group reported no remaining LMP REAL ESTATE INCOME FUND INC. COM position as of Q2 2015 after selling out during the quarter.
  • Next Financial Group sold 500 LMP REAL ESTATE INCOME FUND INC. COM shares in Q2 2015, an estimated $6K.
  • Next Financial Group first reported a position in LMP REAL ESTATE INCOME FUND INC. COM in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's LMP REAL ESTATE INCOME FUND INC. COM position peaked at $16K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held LMP REAL ESTATE INCOME FUND INC. COM as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.