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Rowland Carmichael Advisors’s Independence Realty Trust IRT Stock Holding History

Rowland Carmichael Advisors’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
2018
Q4 		– Sell
-19,000
Closed -$200K – 332
2018
Q3 		$200K Hold
19,000
– – 0.08% 268
2018
Q2 		$196K Hold
19,000
– – 0.08% 269
2018
Q1 		$174K Hold
19,000
– – 0.1% 249
2017
Q4 		$192K Hold
19,000
– – 0.1% 252
2017
Q3 		$193K Hold
19,000
– – 0.11% 229
2017
Q2 		$188K Sell
19,000
-1,500
-7% -$14.2K 0.11% 224
2017
Q1 		$192K Buy
20,500
+4,000
+24% +$36.5K 0.12% 220
2016
Q4 		$147K Buy
+16,500
New +$143K 0.09% 232

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Rowland Carmichael Advisors's IRT Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Independence Realty Trust (IRT) in Q4 2018, closing a stake of 19,000 shares — an estimated $200K sold.

Rowland Carmichael Advisors first reported a position in IRT in Q4 2016 and held it in 8 quarters. The position peaked at $200K in Q3 2018. 180 funds tracked by Wall St. Rank hold IRT as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Independence Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 19,000 Independence Realty Trust shares in Q4 2018, an estimated $200K.
  • Rowland Carmichael Advisors first reported a position in Independence Realty Trust in Q4 2016 and held it in 8 quarters.
  • Rowland Carmichael Advisors's Independence Realty Trust position peaked at $200K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.