IWC
PCL

Integrated Wealth Counsel’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Integrated Wealth Counsel’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$48K – 92
2015
Q4 		$48K Sell
1,000
-325
-25% -$14.7K 0.08% 47
2015
Q3 		$52K Hold
1,325
– – 0.09% 48
2015
Q2 		$54K Hold
1,325
– – 0.07% 47
2015
Q1 		$58K Buy
1,325
+325
+33% +$14.2K 0.07% 54
2014
Q4 		$43K Hold
1,000
– – 0.05% 63
2014
Q3 		$39K Sell
1,000
-650
-39% -$27.1K 0.04% 64
2014
Q2 		$74K Sell
1,650
-1,700
-51% -$74K 0.06% 62
2014
Q1 		$141K Sell
3,350
-37,971
-92% -$1.63M 0.11% 66
2013
Q4 		$1.92M Sell
41,321
-2,156
-5% -$98.7K 1.41% 19
2013
Q3 		$2.04M Sell
43,477
-5,830
-12% -$273K 1.48% 21
2013
Q2 		$2.3M Buy
+49,307
New +$2.48M 1.65% 18

Other funds holding PCL

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Integrated Wealth Counsel's PCL Position: Q1 2016 in Review

Integrated Wealth Counsel sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 1,000 shares — an estimated $48K sold.

Integrated Wealth Counsel first reported a position in PCL in Q2 2013 and held it in 11 quarters. The position peaked at $2.3M in Q2 2013. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

  • Integrated Wealth Counsel reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Counsel sold 1,000 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $48K.
  • Integrated Wealth Counsel first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2013 and held it in 11 quarters.
  • Integrated Wealth Counsel's PLUM CREEK TIMBER CO (REIT) position peaked at $2.3M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Integrated Wealth Counsel's 13F filing for Q1 2016, filed 4 May 2016.