IWMPD
BMR

Integrated Wealth Management (Palm Desert)’s BIOMED REALTY TRUST INC BMR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,500
Closed -$83K – 1403
2015
Q4 		$83K Hold
3,500
– – 0.04% 310
2015
Q3 		$70K Buy
3,500
+1,000
+40% +$20K 0.03% 325
2015
Q2 		$48K Buy
+2,500
New +$51.8K 0.02% 406

Other funds holding BMR

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of BIOMED REALTY TRUST INC (BMR) in Q1 2016, closing a stake of 3,500 shares — an estimated $83K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BMR in Q2 2015 and held it in 3 quarters. The position peaked at $83K in Q4 2015. 4 funds tracked by Wall St. Rank hold BMR as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining BIOMED REALTY TRUST INC position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,500 BIOMED REALTY TRUST INC shares in Q1 2016, an estimated $83K.
  • Integrated Wealth Management (Palm Desert) first reported a position in BIOMED REALTY TRUST INC in Q2 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s BIOMED REALTY TRUST INC position peaked at $83K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q1 2016.

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