IWMPD
AAIC

Integrated Wealth Management (Palm Desert)’s Arlington Asset Investment Corp. AAIC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AAIC Stock Details AAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$15K – 1074
2016
Q3 		$15K Buy
+1,000
New +$14.3K 0.01% 682

Other funds holding AAIC

AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AAIC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Arlington Asset Investment Corp. (AAIC) in Q4 2016, closing a stake of 1,000 shares — an estimated $15K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AAIC in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 96 funds tracked by Wall St. Rank hold AAIC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Arlington Asset Investment Corp. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,000 Arlington Asset Investment Corp. shares in Q4 2016, an estimated $15K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Arlington Asset Investment Corp. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Arlington Asset Investment Corp. position peaked at $15K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held Arlington Asset Investment Corp. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.