IWMPD
TIER

Integrated Wealth Management (Palm Desert)’s TIER REIT, Inc. TIER Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TIER Stock Details TIER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-918
Closed -$14K – 1169
2016
Q3 		$14K Hold
918
– – 0.01% 696
2016
Q2 		$14K Hold
918
– – 0.01% 688
2016
Q1 		$12K Hold
918
– – 0.01% 674
2015
Q4 		$14K Hold
918
– – 0.01% 685
2015
Q3 		$14K Buy
+918
New +$14.7K 0.01% 686

Other funds holding TIER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of TIER REIT, Inc. (TIER) in Q4 2016, closing a stake of 918 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TIER in Q3 2015 and held it in 5 quarters. The position peaked at $14K in Q3 2016. 149 funds tracked by Wall St. Rank hold TIER as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining TIER REIT, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 918 TIER REIT, Inc. shares in Q4 2016, an estimated $14K.
  • Integrated Wealth Management (Palm Desert) first reported a position in TIER REIT, Inc. in Q3 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s TIER REIT, Inc. position peaked at $14K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held TIER REIT, Inc. as of Q4 2016.

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