IWMPD
AVHI

Integrated Wealth Management (Palm Desert)’s A V Homes, Inc. AVHI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AVHI Stock Details AVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,230
Closed -$20K – 1188
2016
Q3 		$20K Buy
+1,230
New +$17.7K 0.01% 605

Other funds holding AVHI

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
UM
Ulysses Management New York $506M AUM 8.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of A V Homes, Inc. (AVHI) in Q4 2016, closing a stake of 1,230 shares — an estimated $20K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AVHI in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 87 funds tracked by Wall St. Rank hold AVHI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining A V Homes, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,230 A V Homes, Inc. shares in Q4 2016, an estimated $20K.
  • Integrated Wealth Management (Palm Desert) first reported a position in A V Homes, Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s A V Homes, Inc. position peaked at $20K in Q3 2016.
  • 87 funds tracked by Wall St. Rank held A V Homes, Inc. as of Q4 2016.

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