Integrated Wealth Management (Palm Desert)’s Lennar Class A LEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-105	Closed	-$4K	–	682
2016 Q3	$4K	Hold	105	–	–	﹤0.01%	955
2016 Q2	$5K	Hold	105	–	–	﹤0.01%	918
2016 Q1	$5K	Sell	105 -201	-66%	-$8.25K	﹤0.01%	849
2015 Q4	$14K	Buy	306 +39	+15%	+$1.86K	0.01%	672
2015 Q3	$12K	Buy	267 +162	+154%	+$7.95K	0.01%	722
2015 Q2	$5K	Hold	105	–	–	﹤0.01%	963
2015 Q1	$5K	Buy	+105	New	+$4.78K	﹤0.01%	929

Other funds holding LEN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Lennar Class A (LEN) in Q4 2016, closing a stake of 105 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LEN in Q1 2015 and held it in 7 quarters. The position peaked at $14K in Q4 2015. 473 funds tracked by Wall St. Rank hold LEN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lennar Class A position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 105 Lennar Class A shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in Lennar Class A in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lennar Class A position peaked at $14K in Q4 2015.
473 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2016.

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