Integrated Wealth Management (Palm Desert)’s U-Haul Holding Co UHAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-80	Closed	-$3K	–	963
2016 Q3	$3K	Hold	80	–	–	﹤0.01%	1026
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	1026
2016 Q1	$3K	Hold	80	–	–	﹤0.01%	957
2015 Q4	$3K	Hold	80	–	–	﹤0.01%	1041
2015 Q3	$3K	Hold	80	–	–	﹤0.01%	1049
2015 Q2	$3K	Buy	+80	New	+$2.61K	﹤0.01%	1081

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

BIT

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

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

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

Integrated Wealth Management (Palm Desert) sold out of U-Haul Holding Co (UHAL) in Q4 2016, closing a stake of 80 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UHAL in Q2 2015 and held it in 6 quarters. The position peaked at $3K in Q3 2016. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining U-Haul Holding Co position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 80 U-Haul Holding Co shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in U-Haul Holding Co in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s U-Haul Holding Co position peaked at $3K in Q3 2016.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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