Integrated Wealth Management (Palm Desert)’s Hooker Furnishings Corp HOFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,039	Closed	-$25K	–	569
2016 Q3	$25K	Hold	1,039	–	–	0.01%	552
2016 Q2	$22K	Hold	1,039	–	–	0.01%	573
2016 Q1	$34K	Hold	1,039	–	–	0.01%	439
2015 Q4	$26K	Hold	1,039	–	–	0.01%	521
2015 Q3	$24K	Hold	1,039	–	–	0.01%	528
2015 Q2	$26K	Sell	1,039 -81	-7%	-$2K	0.01%	533
2015 Q1	$21K	Buy	+1,120	New	+$20.6K	0.01%	554

Other funds holding HOFT

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

BFA

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

BIT

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

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

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

Integrated Wealth Management (Palm Desert) sold out of Hooker Furnishings Corp (HOFT) in Q4 2016, closing a stake of 1,039 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HOFT in Q1 2015 and held it in 7 quarters. The position peaked at $34K in Q1 2016. 107 funds tracked by Wall St. Rank hold HOFT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Hooker Furnishings Corp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,039 Hooker Furnishings Corp shares in Q4 2016, an estimated $25K.
Integrated Wealth Management (Palm Desert) first reported a position in Hooker Furnishings Corp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Hooker Furnishings Corp position peaked at $34K in Q1 2016.
107 funds tracked by Wall St. Rank held Hooker Furnishings Corp as of Q4 2016.

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