Integrated Wealth Management (Palm Desert)’s Tanger SKT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-42	Closed	-$2K	–	878
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	1086
2016 Q2	$2K	Hold	42	–	–	﹤0.01%	1098
2016 Q1	$2K	Sell	42 -205	-83%	-$6.75K	﹤0.01%	1025
2015 Q4	$8K	Hold	247	–	–	﹤0.01%	833
2015 Q3	$8K	Hold	247	–	–	﹤0.01%	826
2015 Q2	$8K	Hold	247	–	–	﹤0.01%	850
2015 Q1	$8K	Buy	+247	New	+$9.22K	﹤0.01%	820

Other funds holding SKT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

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

BIT

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tanger (SKT) in Q4 2016, closing a stake of 42 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SKT in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q4 2015. 286 funds tracked by Wall St. Rank hold SKT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Tanger position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 42 Tanger shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Tanger in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Tanger position peaked at $8K in Q4 2015.
286 funds tracked by Wall St. Rank held Tanger as of Q4 2016.

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