SMA
IRL

Simply Money Advisors’s NEW IRELAND FUND INC IRL Stock Holding History

Simply Money Advisors’s Portfolio IRL Stock Details IRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-344
Closed -$4K – 379
2013
Q2 		$4K Buy
+344
New +$3.59K ﹤0.01% 316

Other funds holding IRL

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
DA
Dunvegan Associates Santa Barbara, California $85.1M AUM 2.3% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Simply Money Advisors's IRL Position: Q3 2013 in Review

Simply Money Advisors sold out of NEW IRELAND FUND INC (IRL) in Q3 2013, closing a stake of 344 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in IRL in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 20 funds tracked by Wall St. Rank hold IRL as of Q3 2013.

  • Simply Money Advisors reported no remaining NEW IRELAND FUND INC position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 344 NEW IRELAND FUND INC shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in NEW IRELAND FUND INC in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's NEW IRELAND FUND INC position peaked at $4K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held NEW IRELAND FUND INC as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.