Integrated Wealth Management (Palm Desert)’s American Homes 4 Rent AMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-80	Closed	-$1K	–	1195
2015 Q4	$1K	Hold	80	–	–	﹤0.01%	1156
2015 Q3	$1K	Hold	80	–	–	﹤0.01%	1172
2015 Q2	$1K	Hold	80	–	–	﹤0.01%	1207
2015 Q1	$1K	Buy	+80	New	+$1.34K	﹤0.01%	1160

Other funds holding AMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TCP

Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AMH Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of American Homes 4 Rent (AMH) in Q1 2016, closing a stake of 80 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AMH in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 194 funds tracked by Wall St. Rank hold AMH as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining American Homes 4 Rent position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 80 American Homes 4 Rent shares in Q1 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in American Homes 4 Rent in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s American Homes 4 Rent position peaked at $1K in Q4 2015.
194 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.