Integrated Wealth Management (Palm Desert)’s SL Green Realty SLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-108	Closed	-$11K	–	880
2016 Q3	$11K	Hold	108	–	–	﹤0.01%	744
2016 Q2	$11K	Hold	108	–	–	﹤0.01%	740
2016 Q1	$10K	Hold	108	–	–	﹤0.01%	709
2015 Q4	$12K	Hold	108	–	–	0.01%	732
2015 Q3	$11K	Hold	108	–	–	﹤0.01%	745
2015 Q2	$12K	Buy	108 +10	+10%	+$1.17K	﹤0.01%	754
2015 Q1	$12K	Buy	+98	New	+$12.1K	0.01%	726

Other funds holding SLG

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SL Green Realty (SLG) in Q4 2016, closing a stake of 108 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SLG in Q1 2015 and held it in 7 quarters. The position peaked at $12K in Q4 2015. 361 funds tracked by Wall St. Rank hold SLG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining SL Green Realty position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 108 SL Green Realty shares in Q4 2016, an estimated $11K.
Integrated Wealth Management (Palm Desert) first reported a position in SL Green Realty in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s SL Green Realty position peaked at $12K in Q4 2015.
361 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2016.

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