ACS
IM

Archford Capital Strategies’s Ingram Micro IM Stock Holding History

Archford Capital Strategies’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20
Closed – – 800
2016
Q3 		$0 Hold
20
– – ﹤0.01% 759
2016
Q2 		$1K Buy
+20
New +$697 ﹤0.01% 691
2016
Q1 		– Sell
-20
Closed -$1K – 724
2015
Q4 		$1K Hold
20
– – ﹤0.01% 825
2015
Q3 		$1K Hold
20
– – ﹤0.01% 666
2015
Q2 		$1K Hold
20
– – ﹤0.01% 644
2015
Q1 		$502 Hold
20
– – ﹤0.01% 702
2014
Q4 		$1K Hold
20
– – ﹤0.01% 675
2014
Q3 		$1K Hold
20
– – ﹤0.01% 669
2014
Q2 		$584 Hold
20
– – ﹤0.01% 838
2014
Q1 		$591 Buy
+20
New +$537 ﹤0.01% 786

Other funds holding IM

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return

Archford Capital Strategies's IM Position: Q4 2016 in Review

Archford Capital Strategies sold out of Ingram Micro (IM) in Q4 2016, closing a stake of 20 shares.

Archford Capital Strategies first reported a position in IM in Q1 2014 and held it in 10 quarters. The position peaked at $1K in Q2 2016. 3 funds tracked by Wall St. Rank hold IM as of Q4 2016.

  • Archford Capital Strategies reported no remaining Ingram Micro position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 20 Ingram Micro shares in Q4 2016.
  • Archford Capital Strategies first reported a position in Ingram Micro in Q1 2014 and held it in 10 quarters.
  • Archford Capital Strategies's Ingram Micro position peaked at $1K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.