IWMPD
LAND

Integrated Wealth Management (Palm Desert)’s Gladstone Land Corp LAND Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LAND Stock Details LAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-931
Closed -$10K – 674
2016
Q3 		$10K Hold
931
– – ﹤0.01% 759
2016
Q2 		$10K Buy
+931
New +$9.63K ﹤0.01% 759

Other funds holding LAND

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Gladstone Land Corp (LAND) in Q4 2016, closing a stake of 931 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LAND in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2016. 41 funds tracked by Wall St. Rank hold LAND as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Gladstone Land Corp position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 931 Gladstone Land Corp shares in Q4 2016, an estimated $10K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Gladstone Land Corp in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Gladstone Land Corp position peaked at $10K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held Gladstone Land Corp as of Q4 2016.

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