IWC
SGMO

Integrated Wealth Counsel’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Integrated Wealth Counsel’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,065
Closed -$55K – 146
2014
Q1 		$55K Sell
3,065
-435
-12% -$8.38K 0.04% 92
2013
Q4 		$49K Sell
3,500
-500
-13% -$5.76K 0.04% 100
2013
Q3 		$42K Buy
+4,000
New +$39.7K 0.03% 105

Other funds holding SGMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Integrated Wealth Counsel's SGMO Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q2 2014, closing a stake of 3,065 shares — an estimated $55K sold.

Integrated Wealth Counsel first reported a position in SGMO in Q3 2013 and held it in 3 quarters. The position peaked at $55K in Q1 2014. 156 funds tracked by Wall St. Rank hold SGMO as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining SANGAMO THERAPEUTICS INC position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 3,065 SANGAMO THERAPEUTICS INC shares in Q2 2014, an estimated $55K.
  • Integrated Wealth Counsel first reported a position in SANGAMO THERAPEUTICS INC in Q3 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's SANGAMO THERAPEUTICS INC position peaked at $55K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.