RIA
IRC

Regal Investment Advisors’s INLAND REAL ESTATE CORP IRC Stock Holding History

Regal Investment Advisors’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
2014
Q4 		– Sell
-750
Closed -$7K – 1077
2014
Q3 		$7K Hold
750
– – ﹤0.01% 762
2014
Q2 		$8K Hold
750
– – ﹤0.01% 715
2014
Q1 		$8K Hold
750
– – ﹤0.01% 684
2013
Q4 		$8K Hold
750
– – ﹤0.01% 633
2013
Q3 		$8K Hold
750
– – ﹤0.01% 651
2013
Q2 		$8K Buy
+750
New +$8.04K ﹤0.01% 643

Other funds holding IRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Regal Investment Advisors's IRC Position: Q4 2014 in Review

Regal Investment Advisors sold out of INLAND REAL ESTATE CORP (IRC) in Q4 2014, closing a stake of 750 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in IRC in Q2 2013 and held it in 6 quarters. The position peaked at $8K in Q2 2014. 163 funds tracked by Wall St. Rank hold IRC as of Q4 2014.

  • Regal Investment Advisors reported no remaining INLAND REAL ESTATE CORP position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 750 INLAND REAL ESTATE CORP shares in Q4 2014, an estimated $7K.
  • Regal Investment Advisors first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's INLAND REAL ESTATE CORP position peaked at $8K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.