SFS
RIT

Shaker Financial Services’s LMP REAL ESTATE INCOME FUND INC. COM RIT Stock Holding History

Shaker Financial Services’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
Q3 		– Sell
-12,558
Closed -$147K – 142
2015
Q2 		$147K Buy
+12,558
New +$158K 0.09% 108
2014
Q3 		– Sell
-36,052
Closed -$415K – 173
2014
Q2 		$415K Sell
36,052
-11,363
-24% -$129K 0.25% 104
2014
Q1 		$512K Sell
47,415
-140
-0.3% -$1.47K 0.34% 88
2013
Q4 		$478K Buy
+47,555
New +$491K 0.33% 92

Other funds holding RIT

MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Shaker Financial Services's RIT Position: Q3 2015 in Review

Shaker Financial Services sold out of LMP REAL ESTATE INCOME FUND INC. COM (RIT) in Q3 2015, closing a stake of 12,558 shares — an estimated $147K sold.

Shaker Financial Services first reported a position in RIT in Q4 2013 and held it in 4 quarters. The position peaked at $512K in Q1 2014. 35 funds tracked by Wall St. Rank hold RIT as of Q3 2015.

  • Shaker Financial Services reported no remaining LMP REAL ESTATE INCOME FUND INC. COM position as of Q3 2015 after selling out during the quarter.
  • Shaker Financial Services sold 12,558 LMP REAL ESTATE INCOME FUND INC. COM shares in Q3 2015, an estimated $147K.
  • Shaker Financial Services first reported a position in LMP REAL ESTATE INCOME FUND INC. COM in Q4 2013 and held it in 4 quarters.
  • Shaker Financial Services's LMP REAL ESTATE INCOME FUND INC. COM position peaked at $512K in Q1 2014.
  • 35 funds tracked by Wall St. Rank held LMP REAL ESTATE INCOME FUND INC. COM as of Q3 2015.

Based on Shaker Financial Services's 13F filing for Q3 2015, filed 10 Nov 2015.