Integrated Wealth Management (Palm Desert)’s Equity Residential EQR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-255	Closed	-$16K	–	449
2016 Q3	$16K	Hold	255	–	–	0.01%	657
2016 Q2	$18K	Hold	255	–	–	0.01%	611
2016 Q1	$19K	Hold	255	–	–	0.01%	566
2015 Q4	$21K	Hold	255	–	–	0.01%	573
2015 Q3	$19K	Hold	255	–	–	0.01%	593
2015 Q2	$18K	Hold	255	–	–	0.01%	637
2015 Q1	$19K	Buy	+255	New	+$19.9K	0.01%	581

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

LIMS

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BFA

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Equity Residential (EQR) in Q4 2016, closing a stake of 255 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EQR in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q4 2015. 506 funds tracked by Wall St. Rank hold EQR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Equity Residential position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 255 Equity Residential shares in Q4 2016, an estimated $16K.
Integrated Wealth Management (Palm Desert) first reported a position in Equity Residential in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Equity Residential position peaked at $21K in Q4 2015.
506 funds tracked by Wall St. Rank held Equity Residential as of Q4 2016.

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