IWC
PCH

Integrated Wealth Counsel’s PotlatchDeltic PCH Stock Holding History

Integrated Wealth Counsel’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,565
Closed -$99K – 138
2014
Q1 		$99K Hold
2,565
– – 0.08% 72
2013
Q4 		$107K Hold
2,565
– – 0.08% 72
2013
Q3 		$102K Sell
2,565
-800
-24% -$32.8K 0.07% 75
2013
Q2 		$136K Buy
+3,365
New +$154K 0.1% 73

Other funds holding PCH

PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Integrated Wealth Counsel's PCH Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of PotlatchDeltic (PCH) in Q2 2014, closing a stake of 2,565 shares — an estimated $99K sold.

Integrated Wealth Counsel first reported a position in PCH in Q2 2013 and held it in 4 quarters. The position peaked at $136K in Q2 2013. 204 funds tracked by Wall St. Rank hold PCH as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining PotlatchDeltic position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 2,565 PotlatchDeltic shares in Q2 2014, an estimated $99K.
  • Integrated Wealth Counsel first reported a position in PotlatchDeltic in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's PotlatchDeltic position peaked at $136K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.