Integrated Wealth Management (Palm Desert)’s BEVERLY HILLS BANCORP INC BHBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,500	Closed	–	–	1402
2016 Q2	$0	Buy	+3,500	New	–	﹤0.01%	1452

Integrated Wealth Management (Palm Desert)'s BHBC Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of BEVERLY HILLS BANCORP INC (BHBC) in Q3 2016, closing a stake of 3,500 shares.

Integrated Wealth Management (Palm Desert) first reported a position in BHBC in Q2 2016 and held it in 1 quarter. The position peaked at $0 in Q2 2016. 0 funds tracked by Wall St. Rank hold BHBC as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining BEVERLY HILLS BANCORP INC position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 3,500 BEVERLY HILLS BANCORP INC shares in Q3 2016.
Integrated Wealth Management (Palm Desert) first reported a position in BEVERLY HILLS BANCORP INC in Q2 2016 and held it in 1 quarter.
Integrated Wealth Management (Palm Desert)'s BEVERLY HILLS BANCORP INC position peaked at $0 in Q2 2016.
0 funds tracked by Wall St. Rank held BEVERLY HILLS BANCORP INC as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.