ZIM
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Zacks Investment Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Zacks Investment Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,393
Closed -$206K – 753
2016
Q3 		$206K Buy
+9,393
New +$209K 0.01% 596

Other funds holding ROIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zacks Investment Management's ROIC Position: Q4 2016 in Review

Zacks Investment Management sold out of Retail Opportunity Investments Corp. (ROIC) in Q4 2016, closing a stake of 9,393 shares — an estimated $206K sold.

Zacks Investment Management first reported a position in ROIC in Q3 2016 and held it in 1 quarter. The position peaked at $206K in Q3 2016. 202 funds tracked by Wall St. Rank hold ROIC as of Q4 2016.

  • Zacks Investment Management reported no remaining Retail Opportunity Investments Corp. position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 9,393 Retail Opportunity Investments Corp. shares in Q4 2016, an estimated $206K.
  • Zacks Investment Management first reported a position in Retail Opportunity Investments Corp. in Q3 2016 and held it in 1 quarter.
  • Zacks Investment Management's Retail Opportunity Investments Corp. position peaked at $206K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.