IWMPD
KBH icon

Integrated Wealth Management (Palm Desert)’s KB Home KBH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$16K – 655
2016
Q3 		$16K Buy
+1,000
New +$15.7K 0.01% 659

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of KB Home (KBH) in Q4 2016, closing a stake of 1,000 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KBH in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 218 funds tracked by Wall St. Rank hold KBH as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining KB Home position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,000 KB Home shares in Q4 2016, an estimated $16K.
  • Integrated Wealth Management (Palm Desert) first reported a position in KB Home in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s KB Home position peaked at $16K in Q3 2016.
  • 218 funds tracked by Wall St. Rank held KB Home as of Q4 2016.

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