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Transaction Details

Company: Resource Capital
Yahoo Beta:1.35
Industry:REIT - diversified

Company Description:  Resource Capital primarily focuses on originating, holding, and managing commercial mortgage loans and other commercial real estate-related debt and equity investments in the United States.

Purchase Date:06 Mar 2013 Sale Date:07 Sep 2014
Purchase Price:$6.65 Sale Price:$5.31
  --Split Adjusted:$6.65  --Split Adjusted:$5.31
Shares Purchased:300 Shares Sold:300
  --Split Adjusted:300  --Split Adjusted:300
Transaction Fee:$9.99 Transaction Fee:$10.03
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$6.85 High$0.00
Date04 Mar 2013 Date01 Jan 1996
Low$5.36 Low$0.00
Date14 Nov 2012 Date01 Jan 1996
S&P (Purchase Date):$1,541.46 S&P (Sale Date):$2,001.57

Timing:  We bought near the six month high.
Reason:  We wanted to reap the high tax-free dividends that are the benefit of owning a REIT as a non-profit.

Timing:  0
Reason:  The stock was a consistent underperformer and the company has shown declining revenues and EPS for the past several years.

S&P Gain: 29.85 % Annualized Gain: 20.17%
Stock Gain: -20.1 % Annualized Gain: -14.6%

Net Holding Return ($): $-421.03
Net Holding Return (%): -21 %