Integrated Wealth Management (Palm Desert)’s PS Business Parks, Inc. PSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-15	Closed	-$2K	–	1105
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	1102
2016 Q2	$2K	Hold	15	–	–	﹤0.01%	1113
2016 Q1	$2K	Hold	15	–	–	﹤0.01%	1042
2015 Q4	$1K	Hold	15	–	–	﹤0.01%	1253
2015 Q3	$1K	Hold	15	–	–	﹤0.01%	1259
2015 Q2	$1K	Hold	15	–	–	﹤0.01%	1299
2015 Q1	$1K	Buy	+15	New	+$1.24K	﹤0.01%	1235

Other funds holding PSB

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

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

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

BIT

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PS Business Parks, Inc. (PSB) in Q4 2016, closing a stake of 15 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PSB in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 199 funds tracked by Wall St. Rank hold PSB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining PS Business Parks, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 15 PS Business Parks, Inc. shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in PS Business Parks, Inc. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s PS Business Parks, Inc. position peaked at $2K in Q3 2016.
199 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q4 2016.

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