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Integrated Wealth Management (Palm Desert)’s Beazer Homes USA BZH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,630
Closed -$42K – 338
2016
Q3 		$42K Buy
+3,630
New +$37K 0.02% 441

Other funds holding BZH

NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Beazer Homes USA (BZH) in Q4 2016, closing a stake of 3,630 shares — an estimated $42K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BZH in Q3 2016 and held it in 1 quarter. The position peaked at $42K in Q3 2016. 136 funds tracked by Wall St. Rank hold BZH as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Beazer Homes USA position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,630 Beazer Homes USA shares in Q4 2016, an estimated $42K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Beazer Homes USA in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Beazer Homes USA position peaked at $42K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2016.

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