Integrated Wealth Management (Palm Desert)’s EastGroup Properties EGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-33	Closed	-$2K	–	436
2016 Q3	$2K	Hold	33	–	–	﹤0.01%	1047
2016 Q2	$2K	Hold	33	–	–	﹤0.01%	1059
2016 Q1	$2K	Sell	33 -115	-78%	-$6.25K	﹤0.01%	988
2015 Q4	$8K	Hold	148	–	–	﹤0.01%	823
2015 Q3	$8K	Hold	148	–	–	﹤0.01%	811
2015 Q2	$8K	Buy	148 +17	+13%	+$986	﹤0.01%	841
2015 Q1	$7K	Buy	+131	New	+$8.23K	﹤0.01%	839

Other funds holding EGP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of EastGroup Properties (EGP) in Q4 2016, closing a stake of 33 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EGP in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q4 2015. 229 funds tracked by Wall St. Rank hold EGP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining EastGroup Properties position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 33 EastGroup Properties shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in EastGroup Properties in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s EastGroup Properties position peaked at $8K in Q4 2015.
229 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2016.

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