INTEGRATED WEALTH COUNSEL, LLC quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, INTEGRATED WEALTH COUNSEL, LLC opened 1 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was POWERSHS DB US DOLLAR INDEX (+$37,000); the largest decrease was UBS AG JERSEY BRH (-$604,000).
- UBS AG JERSEY BRH: Country of operation —; Class ALERIAN INFRST; Shares 2016-06-30 181,888; Shares 2016-09-30 159,854.
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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