IWMPD
VRE

Integrated Wealth Management (Palm Desert)’s Veris Residential VRE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VRE Stock Details VRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-105
Closed -$2K – 1477
2015
Q1 		$2K Buy
+105
New +$2.03K ﹤0.01% 1122

Other funds holding VRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VRE Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Veris Residential (VRE) in Q2 2015, closing a stake of 105 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VRE in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 211 funds tracked by Wall St. Rank hold VRE as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Veris Residential position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 105 Veris Residential shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Veris Residential in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Veris Residential position peaked at $2K in Q1 2015.
  • 211 funds tracked by Wall St. Rank held Veris Residential as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.