Independent Portfolio Consultants, Inc. current holdings: USA Everything Else
Independent Portfolio Consultants, Inc. reported $0.00 billion in partnership units, exchange-traded notes and anything else (listed in the US), 19 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are BROADCOM LIMITED, ALLERGAN PLC, JPMORGAN CHASE & CO.
- BROADCOM LIMITED: Country of operation —; Class NPV; Shares 4,187; Value $722,000.
- ALLERGAN PLC: Country of operation —; Class SHARES; Shares 2,206; Value $508,000.
- JPMORGAN CHASE & CO: Country of operation —; Class ALERIAN MLP INDEX; Shares 13,015; Value $410,000.
- PS BUSINESS PKS INC: Country of operation —; Class REIT; Shares 1,980; Value $225,000.
Form 13F-HR as filed (SEC CIK 1328450): quarter ended 2016-09-30, filed 2016-10-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|
BROADCOM LIMITED CUSIP Y09827109 | | NPV | 4,187 | $722,000 | 2016-09-30 | 2016-10-05 |
|---|
ALLERGAN PLC CUSIP G0177J108 | | SHARES | 2,206 | $508,000 | 2016-09-30 | 2016-10-05 |
|---|
JPMORGAN CHASE & CO CUSIP 46625H365 | | ALERIAN MLP INDEX | 13,015 | $410,000 | 2016-09-30 | 2016-10-05 |
|---|
PS BUSINESS PKS INC CUSIP 69360J107 | | REIT | 1,980 | $225,000 | 2016-09-30 | 2016-10-05 |
|---|
SELECT INCOME REIT CUSIP 81618T100 | | REIT | 7,390 | $199,000 | 2016-09-30 | 2016-10-05 |
|---|
VEREIT INC CUSIP 92339V100 | | REIT | 18,730 | $194,000 | 2016-09-30 | 2016-10-05 |
|---|
CEDAR REALTY TRUST CUSIP 150602209 | | REIT | 24,790 | $178,000 | 2016-09-30 | 2016-10-05 |
|---|
LASALLE HOTEL PPTYS CUSIP 517942108 | | REIT | 7,300 | $174,000 | 2016-09-30 | 2016-10-05 |
|---|
OUTFRONT MEDIA INC CUSIP 69007J106 | United States | REIT | 7,345 | $174,000 | 2016-09-30 | 2016-10-05 |
|---|
RETAIL PPTYS AMER CUSIP 76131V202 | | REIT | 10,175 | $171,000 | 2016-09-30 | 2016-10-05 |
|---|
COUSINS PPTYS INC CUSIP 222795106 | | REIT | 15,614 | $163,000 | 2016-09-30 | 2016-10-05 |
|---|
MAGELLAN MIDSTREAM CUSIP 559080106 | | LP COMMON | 2,236 | $158,000 | 2016-09-30 | 2016-10-05 |
|---|
NORTHSTAR RLTY FIN CUSIP 66704R803 | | REIT | 12,020 | $158,000 | 2016-09-30 | 2016-10-05 |
|---|
FIRST POTOMAC RLTY CUSIP 33610F109 | | REIT | 16,145 | $148,000 | 2016-09-30 | 2016-10-05 |
|---|
ASHFORD HOSPITALITY CUSIP 044103109 | | REIT | 24,700 | $145,000 | 2016-09-30 | 2016-10-05 |
|---|
CBL & ASSOCIATE PROP CUSIP 124830100 | | REIT | 11,840 | $144,000 | 2016-09-30 | 2016-10-05 |
|---|
INVESTORS REAL ESTE CUSIP 461730103 | | REIT | 22,230 | $132,000 | 2016-09-30 | 2016-10-05 |
|---|
OAKTREE CAP GROUP CUSIP 674001201 | | LP COMMON CL A | 1,305 | $55,000 | 2016-09-30 | 2016-10-05 |
|---|
POWERSHARES DB CMDTY CUSIP 73935S105 | | CMDTY INDEX TRACKING | 65 | $1,000 | 2016-09-30 | 2016-10-05 |
|---|
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