UBS Group
IRC

UBS Group’s INLAND REAL ESTATE CORP IRC Stock Holding History

UBS Group’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
2016
Q1 		– Sell
-34,739
Closed -$369K – 8848
2015
Q4 		$369K Buy
34,739
+3,687
+12% +$34.5K ﹤0.01% 4186
2015
Q3 		$252K Buy
31,052
+462
+2% +$4.21K ﹤0.01% 4454
2015
Q2 		$288K Buy
30,590
+1,279
+4% +$13.1K ﹤0.01% 4547
2015
Q1 		$313K Sell
29,311
-945
-3% -$10.4K ﹤0.01% 4520
2014
Q4 		$331K Buy
+30,256
New +$321K ﹤0.01% 4570

Other funds holding IRC

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

UBS Group's IRC Position: Q1 2016 in Review

UBS Group sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 34,739 shares — an estimated $369K sold.

UBS Group first reported a position in IRC in Q4 2014 and held it in 5 quarters. The position peaked at $369K in Q4 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • UBS Group reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • UBS Group sold 34,739 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $369K.
  • UBS Group first reported a position in INLAND REAL ESTATE CORP in Q4 2014 and held it in 5 quarters.
  • UBS Group's INLAND REAL ESTATE CORP position peaked at $369K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on UBS Group's 13F filing for Q1 2016, filed 12 May 2016.