Integrated Wealth Management (Palm Desert)’s Silver Bay Realty Trust Corp. SBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-80	Closed	-$1K	–	1380
2015 Q4	$1K	Hold	80	–	–	﹤0.01%	1278
2015 Q3	$1K	Hold	80	–	–	﹤0.01%	1280
2015 Q2	$1K	Hold	80	–	–	﹤0.01%	1317
2015 Q1	$1K	Buy	+80	New	+$1.28K	﹤0.01%	1252

Other funds holding SBY

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Silver Bay Realty Trust Corp. (SBY) in Q1 2016, closing a stake of 80 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SBY in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 136 funds tracked by Wall St. Rank hold SBY as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Silver Bay Realty Trust Corp. position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 80 Silver Bay Realty Trust Corp. shares in Q1 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Silver Bay Realty Trust Corp. in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Silver Bay Realty Trust Corp. position peaked at $1K in Q4 2015.
136 funds tracked by Wall St. Rank held Silver Bay Realty Trust Corp. as of Q1 2016.

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