13F Filings History of INTEGRATED WEALTH COUNSEL, LLC

Latest 13F report
Q4 2016 - 06 Feb 2017
Value $
$46,519,000
Signature - Title
Sheila R. Schroyer - Manager
Location
Carmel, CA
Summary
This page shows a list of all the recent 13F filings made by INTEGRATED WEALTH COUNSEL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INTEGRATED WEALTH COUNSEL, LLC reported 214 stock holdings with total value $46,519,000 as of Q4 2016. Top holdings included TEI, SABA, RWX, MLPI, and IFGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2016 214 $46,519,000 +$2,812,392 -$2,785,465 +$26,927 TEI, SABA, RWX, MLPI, IFGL 13F-HR 06 Feb 2017, 14:51
Q3 2016 217 $47,513,000 +$7,386,269 -$4,110,516 +$3,275,753 TEI, RWX, SABA, IFGL, MLPI 13F-HR 08 Nov 2016, 18:35
Q2 2016 77 $43,484,000 +$636,503 -$2,142,021 -$1,505,518 RWX, TEI, SABA, IFGL, MLPI 13F-HR 04 Aug 2016, 16:16
Q1 2016 78 $43,920,000 +$12,017,711 -$29,146,683 -$17,128,972 RWX, TEI, SABA, IFGL, MLPI 13F-HR 04 May 2016, 16:14
Q4 2015 78 $62,618,000 +$7,558,852 -$4,816,538 +$2,742,314 TBT, RWX, IFGL, MLPI, ARCC 13F-HR 28 Jan 2016, 14:08
Q3 2015 91 $59,713,000 +$129,419 -$4,299,320 -$4,169,901 TBT, RWX, IFGL, MLPI, GLD 13F-HR 27 Oct 2015, 17:31
Q2 2015 85 $72,077,000 +$1,042,624 -$9,981,525 -$8,938,901 TBT, RWX, IFGL, MLPI, GLD 13F-HR 03 Aug 2015, 19:08
Q1 2015 82 $79,207,000 +$10,951,047 -$13,111,400 -$2,160,353 TBT, RWX, IFGL, MLPI, GLD 13F-HR 12 May 2015, 13:17
Q4 2014 81 $83,129,000 +$250,000 -$8,368,479 -$8,118,479 TBT, MLPI, VNQ, GLD, RWX 13F-HR 13 Feb 2015, 14:30
Q3 2014 78 $97,464,000 +$186,878 -$24,321,536 -$24,134,658 TBT, MLPI, VNQ, GLD, RWX 13F-HR 04 Nov 2014, 11:06
Q2 2014 88 $127,016,000 +$49,254,696 -$52,217,555 -$2,962,859 TBT, MLPI, PBP, VNQ, GLD 13F-HR 12 Aug 2014, 13:16
Q1 2014 163 $126,741,000 +$36,733,596 -$50,143,886 -$13,410,290 MLPI, PBP, EEM, GLD, TLT 13F-HR 19 May 2014, 14:02
Q4 2013 190 $136,231,000 $0 $0 $0 TLT, AMLP, GLD, SPY, IFGL 13F-HR 11 Feb 2014, 15:42