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Integrated Wealth Management (Palm Desert)’s Acadia Realty Trust AKR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-68
Closed -$2K – 1343
2015
Q1 		$2K Buy
+68
New +$2.37K ﹤0.01% 1069

Other funds holding AKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AKR Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Acadia Realty Trust (AKR) in Q2 2015, closing a stake of 68 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AKR in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 165 funds tracked by Wall St. Rank hold AKR as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Acadia Realty Trust position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 68 Acadia Realty Trust shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Acadia Realty Trust in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Acadia Realty Trust position peaked at $2K in Q1 2015.
  • 165 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.