UCFA
IRC

United Capital Financial Advisors’s INLAND REAL ESTATE CORP IRC Stock Holding History

United Capital Financial 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
2016
Q2 		– Sell
-23,525
Closed -$250K – 1325
2016
Q1 		$250K Buy
23,525
+9,525
+68% +$101K ﹤0.01% 1057
2015
Q4 		$149K Sell
14,000
-800
-5% -$7.48K ﹤0.01% 1154
2015
Q3 		$120K Hold
14,800
– – ﹤0.01% 1197
2015
Q2 		$139K Hold
14,800
– – ﹤0.01% 1214
2015
Q1 		$152K Buy
+14,800
New +$162K ﹤0.01% 1198

United Capital Financial Advisors's IRC Position: Q2 2016 in Review

United Capital Financial Advisors sold out of INLAND REAL ESTATE CORP (IRC) in Q2 2016, closing a stake of 23,525 shares — an estimated $250K sold.

United Capital Financial Advisors first reported a position in IRC in Q1 2015 and held it in 5 quarters. The position peaked at $250K in Q1 2016. 0 funds tracked by Wall St. Rank hold IRC as of Q2 2016.

  • United Capital Financial Advisors reported no remaining INLAND REAL ESTATE CORP position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,525 INLAND REAL ESTATE CORP shares in Q2 2016, an estimated $250K.
  • United Capital Financial Advisors first reported a position in INLAND REAL ESTATE CORP in Q1 2015 and held it in 5 quarters.
  • United Capital Financial Advisors's INLAND REAL ESTATE CORP position peaked at $250K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.