Integrated Wealth Management (Palm Desert)’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-342	Closed	-$9K	–	320
2016 Q3	$9K	Hold	342	–	–	﹤0.01%	776
2016 Q2	$8K	Hold	342	–	–	﹤0.01%	806
2016 Q1	$8K	Hold	342	–	–	﹤0.01%	744
2015 Q4	$8K	Hold	342	–	–	﹤0.01%	815
2015 Q3	$8K	Hold	342	–	–	﹤0.01%	804
2015 Q2	$9K	Hold	342	–	–	﹤0.01%	810
2015 Q1	$8K	Buy	+342	New	+$8.46K	﹤0.01%	808

Other funds holding BMVP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2016, closing a stake of 342 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BMVP in Q1 2015 and held it in 7 quarters. The position peaked at $9K in Q3 2016. 34 funds tracked by Wall St. Rank hold BMVP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 342 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Invesco Bloomberg MVP Multi-factor ETF position peaked at $9K in Q3 2016.
34 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2016.

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