Integrated Wealth Management quarter change: USA ETF, Added
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 Management opened 288 positions, added to 1, reduced 2, sold out of 286 and left 28 unchanged. The largest increase in value was VWO (+$5,782,000); the largest decrease was VWO (-$6,170,000).
- CII: Country of operation —; Class COM; Shares 2016-06-30 1,850; Shares 2016-09-30 1,950.
Two Form 13F-HR filings compared (SEC CIK 1640250): 2016-06-30 (filed 2016-08-01) and 2016-09-30 (filed 2016-10-21). 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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