Integrated Wealth Management (Palm Desert)’s Highwoods Properties HIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-29	Closed	-$2K	–	564
2016 Q3	$2K	Hold	29	–	–	﹤0.01%	1063
2016 Q2	$2K	Hold	29	–	–	﹤0.01%	1075
2016 Q1	$1K	Hold	29	–	–	﹤0.01%	1098
2015 Q4	$1K	Hold	29	–	–	﹤0.01%	1192
2015 Q3	$1K	Hold	29	–	–	﹤0.01%	1209
2015 Q2	$1K	Hold	29	–	–	﹤0.01%	1239
2015 Q1	$1K	Buy	+29	New	+$1.34K	﹤0.01%	1183

Other funds holding HIW

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

BFA

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

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

BIT

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

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

Integrated Wealth Management (Palm Desert) sold out of Highwoods Properties (HIW) in Q4 2016, closing a stake of 29 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HIW in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 288 funds tracked by Wall St. Rank hold HIW as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Highwoods Properties position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 29 Highwoods Properties shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Highwoods Properties in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Highwoods Properties position peaked at $2K in Q3 2016.
288 funds tracked by Wall St. Rank held Highwoods Properties as of Q4 2016.

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