Integrated Wealth Management (Palm Desert)’s iShares International Preferred Stock ETF IPFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,724	Closed	-$28K	–	1120
2016 Q3	$28K	Hold	1,724	–	–	0.01%	532
2016 Q2	$27K	Buy	+1,724	New	+$28.3K	0.01%	536

Other funds holding IPFF

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPIC

LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of iShares International Preferred Stock ETF (IPFF) in Q4 2016, closing a stake of 1,724 shares — an estimated $28K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IPFF in Q2 2016 and held it in 2 quarters. The position peaked at $28K in Q3 2016. 29 funds tracked by Wall St. Rank hold IPFF as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares International Preferred Stock ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,724 iShares International Preferred Stock ETF shares in Q4 2016, an estimated $28K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares International Preferred Stock ETF in Q2 2016 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s iShares International Preferred Stock ETF position peaked at $28K in Q3 2016.
29 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q4 2016.

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