INTEGRATED WEALTH COUNSEL, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, INTEGRATED WEALTH COUNSEL, LLC opened 24 positions, added to 2, reduced 4, sold out of 1 and left 4 unchanged. The largest increase in value was SPY (+$471,000); the largest decrease was RWX (-$649,000).
- POWERSHARES ETF TRUST: Country of operation —; Class GBL LSTD PVT EQT; Shares 2016-06-30 5,370; Shares 2016-09-30 5,370.
- ICF: Country of operation —; Class COHEN&STEER REIT; Shares 2016-06-30 1,000; Shares 2016-09-30 1,000.
- SHV: Country of operation —; Class SHRT TRS BD ETF; Shares 2016-06-30 90; Shares 2016-09-30 90.
- NUV: Country of operation —; Class COM; Shares 2016-06-30 854; Shares 2016-09-30 854.
Two Form 13F-HR filings compared (SEC CIK 1110443): 2016-06-30 (filed 2016-08-04) and 2016-09-30 (filed 2016-11-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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