Integrated Wealth Management historic quarter change: Foreign Everything Else, Added
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2015-03-31 to 2016-09-30, Integrated Wealth Management opened 15 positions, added to 1, reduced 1 and sold out of 18.
- Q4 2015: Stock GW Pharmaceuticals PLC; Country of operation —; Class ADS0; Shares before 50.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1640250), 6 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-01); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-22); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-25); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-17). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-03-31.
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