Integrated Wealth Management (Palm Desert)’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AEC Stock Details AEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-300	Closed	-$9K	–	1456
2015 Q2	$9K	Hold	300	–	–	﹤0.01%	830
2015 Q1	$7K	Buy	+300	New	+$7.36K	﹤0.01%	870

Integrated Wealth Management (Palm Desert)'s AEC Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ASSOCIATED ESTATES REALTY CORP (AEC) in Q3 2015, closing a stake of 300 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AEC in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 0 funds tracked by Wall St. Rank hold AEC as of Q3 2015.

Integrated Wealth Management (Palm Desert) reported no remaining ASSOCIATED ESTATES REALTY CORP position as of Q3 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 300 ASSOCIATED ESTATES REALTY CORP shares in Q3 2015, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in ASSOCIATED ESTATES REALTY CORP in Q1 2015 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s ASSOCIATED ESTATES REALTY CORP position peaked at $9K in Q2 2015.
0 funds tracked by Wall St. Rank held ASSOCIATED ESTATES REALTY CORP as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.