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Orgel Wealth Management’s Independence Realty Trust IRT Stock Holding History

Orgel Wealth Management’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
Q2 		– Sell
-10,325
Closed -$97K – 31
2017
Q1 		$97K Buy
+10,325
New +$94.2K 0.04% 26

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orgel Wealth Management's IRT Position: Q2 2017 in Review

Orgel Wealth Management sold out of Independence Realty Trust (IRT) in Q2 2017, closing a stake of 10,325 shares — an estimated $97K sold.

Orgel Wealth Management first reported a position in IRT in Q1 2017 and held it in 1 quarter. The position peaked at $97K in Q1 2017. 158 funds tracked by Wall St. Rank hold IRT as of Q2 2017.

  • Orgel Wealth Management reported no remaining Independence Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Orgel Wealth Management sold 10,325 Independence Realty Trust shares in Q2 2017, an estimated $97K.
  • Orgel Wealth Management first reported a position in Independence Realty Trust in Q1 2017 and held it in 1 quarter.
  • Orgel Wealth Management's Independence Realty Trust position peaked at $97K in Q1 2017.
  • 158 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2017.

Based on Orgel Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.