Integrated Wealth Management (Palm Desert)’s Healthcare Realty HR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,204	Closed	-$39K	–	578
2016 Q3	$39K	Buy	+1,204	New	+$39.8K	0.01%	459

Other funds holding HR

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

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

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

CIMLRA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BIT

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Healthcare Realty (HR) in Q4 2016, closing a stake of 1,204 shares — an estimated $39K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HR in Q3 2016 and held it in 1 quarter. The position peaked at $39K in Q3 2016. 248 funds tracked by Wall St. Rank hold HR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Healthcare Realty position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,204 Healthcare Realty shares in Q4 2016, an estimated $39K.
Integrated Wealth Management (Palm Desert) first reported a position in Healthcare Realty in Q3 2016 and held it in 1 quarter.
Integrated Wealth Management (Palm Desert)'s Healthcare Realty position peaked at $39K in Q3 2016.
248 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2016.

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