Ian G. Banwell's Round Table Investment Management has an estimated $300 million in assets under management, and has a penchant for financial and REIT investments.
Ian G. Banwell's Round Table Investment Management has an estimated $300 million in assets under management, and has a penchant for financial and REIT investments.
Fund Name: | Round Table Investment Management |
Manager | Ian G. Banwell |
Portfolio Value | $48,525,000 |
Change This QTR | +0.45% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | Boeing CoCALL | BA | 60,000 | $8,675,000 | NEW | 17.87% | |
2. | IEF | 50,000 | $5,631,000 | 11.6% | |||
3. | RKH | 285,450 | $4,222,000 | -46% | 8.7% | ||
4. | XLB | 50,000 | $3,908,000 | -60% | 8.05% | ||
5. | Spdr Series TrustCALLCALL | 100,000 | $3,418,000 | NEW | 7.04% |