IWMPD
NYRT

Integrated Wealth Management (Palm Desert)’s New York REIT, Inc. NYRT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$235K Hold
2,427
– – 0.08% 222
2016
Q4 		$246K Sell
2,427
-143
-6% -$13.7K 0.09% 203
2016
Q3 		$235K Hold
2,570
– – 0.08% 197
2016
Q2 		$238K Sell
2,570
-59
-2% -$5.7K 0.09% 195
2016
Q1 		$265K Hold
2,629
– – 0.11% 152
2015
Q4 		$302K Sell
2,629
-339
-11% -$38.4K 0.13% 132
2015
Q3 		$299K Hold
2,968
– – 0.13% 136
2015
Q2 		$295K Hold
2,968
– – 0.11% 143
2015
Q1 		$311K Buy
+2,968
New +$310K 0.13% 133

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NYRT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its New York REIT, Inc. (NYRT) position steady in Q1 2017 at 2,427 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #222.

Integrated Wealth Management (Palm Desert) first reported a position in NYRT in Q1 2015 and has held it in 9 quarters since. The position peaked at $311K in Q1 2015. 168 funds tracked by Wall St. Rank hold NYRT as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 2,427 shares of New York REIT, Inc. worth $235K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) left its New York REIT, Inc. share count unchanged in Q1 2017.
  • New York REIT, Inc. made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #222 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in New York REIT, Inc. in Q1 2015 and has held it in 9 quarters since.
  • Integrated Wealth Management (Palm Desert)'s New York REIT, Inc. position peaked at $311K in Q1 2015.
  • 168 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.