Integrated Wealth Management (Palm Desert)’s Boston Properties BXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-45	Closed	-$6K	–	337
2016 Q3	$6K	Hold	45	–	–	﹤0.01%	859
2016 Q2	$6K	Hold	45	–	–	﹤0.01%	869
2016 Q1	$6K	Sell	45 -63	-58%	-$7.48K	﹤0.01%	811
2015 Q4	$14K	Hold	108	–	–	0.01%	661
2015 Q3	$13K	Hold	108	–	–	0.01%	693
2015 Q2	$13K	Hold	108	–	–	0.01%	730
2015 Q1	$15K	Buy	+108	New	+$15.1K	0.01%	645

Other funds holding BXP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Boston Properties (BXP) in Q4 2016, closing a stake of 45 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BXP in Q1 2015 and held it in 7 quarters. The position peaked at $15K in Q1 2015. 466 funds tracked by Wall St. Rank hold BXP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Boston Properties position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 45 Boston Properties shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in Boston Properties in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Boston Properties position peaked at $15K in Q1 2015.
466 funds tracked by Wall St. Rank held Boston Properties as of Q4 2016.

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