VSR Financial Services’s INLAND REAL ESTATE CORP IRC Stock Holding History

VSR Financial Services’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	-14,090	Closed	-$150K	–	629
2015 Q4	$150K	Sell	14,090 -67,550	-83%	-$631K	0.02%	544
2015 Q3	$661K	Sell	81,640 -482	-0.6%	-$4.39K	0.07%	259
2015 Q2	$774K	Buy	82,122 +2,196	+3%	+$22.5K	0.08%	267
2015 Q1	$854K	Buy	79,926 +2,049	+3%	+$22.4K	0.09%	251
2014 Q4	$853K	Sell	77,877 -3,005	-4%	-$31.9K	0.1%	229
2014 Q3	$802K	Buy	80,882 +812	+1%	+$8.44K	0.1%	235
2014 Q2	$851K	Buy	80,070 +5,109	+7%	+$53.8K	0.11%	225
2014 Q1	$791K	Buy	74,961 +1,186	+2%	+$12.4K	0.11%	233
2013 Q4	$776K	Buy	73,775 +6,453	+10%	+$67.8K	0.12%	212
2013 Q3	$689K	Buy	67,322 +414	+0.6%	+$4.26K	0.12%	188
2013 Q2	$684K	Buy	+66,908	New	+$717K	0.13%	183

Other funds holding IRC

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

VSR Financial Services's IRC Position: Q1 2016 in Review

VSR Financial Services sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 14,090 shares — an estimated $150K sold.

VSR Financial Services first reported a position in IRC in Q2 2013 and held it in 11 quarters. The position peaked at $854K in Q1 2015. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

VSR Financial Services reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
VSR Financial Services sold 14,090 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $150K.
VSR Financial Services first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and held it in 11 quarters.
VSR Financial Services's INLAND REAL ESTATE CORP position peaked at $854K in Q1 2015.
28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on VSR Financial Services's 13F filing for Q1 2016, filed 5 May 2016.