IWMPD
PCL

Integrated Wealth Management (Palm Desert)’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,851
Closed -$88K – 1399
2015
Q4 		$88K Sell
1,851
-544
-23% -$24.7K 0.04% 296
2015
Q3 		$94K Buy
2,395
+248
+12% +$9.94K 0.04% 281
2015
Q2 		$87K Sell
2,147
-97
-4% -$4.07K 0.03% 295
2015
Q1 		$97K Buy
+2,244
New +$97.8K 0.04% 275

Other funds holding PCL

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PCL Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 1,851 shares — an estimated $88K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PCL in Q1 2015 and held it in 4 quarters. The position peaked at $97K in Q1 2015. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,851 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $88K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PLUM CREEK TIMBER CO (REIT) in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s PLUM CREEK TIMBER CO (REIT) position peaked at $97K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.