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Integrated Wealth Management (Palm Desert)’s Hovnanian Enterprises HOV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HOV Stock Details HOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-80
Closed -$3K – 572
2016
Q3 		$3K Sell
80
-416
-84% -$18.3K ﹤0.01% 996
2016
Q2 		$21K Buy
+496
New +$20.6K 0.01% 581

Other funds holding HOV

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Hovnanian Enterprises (HOV) in Q4 2016, closing a stake of 80 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HOV in Q2 2016 and held it in 2 quarters. The position peaked at $21K in Q2 2016. 117 funds tracked by Wall St. Rank hold HOV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Hovnanian Enterprises position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 80 Hovnanian Enterprises shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Hovnanian Enterprises in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Hovnanian Enterprises position peaked at $21K in Q2 2016.
  • 117 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q4 2016.

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