IWMPD
ACET

Integrated Wealth Management (Palm Desert)’s Aceto Corp ACET Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ACET Stock Details ACET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,400
Closed -$66K – 1424
2015
Q3 		$66K Buy
+2,400
New +$59.8K 0.03% 332

Other funds holding ACET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ACET Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Aceto Corp (ACET) in Q4 2015, closing a stake of 2,400 shares — an estimated $66K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ACET in Q3 2015 and held it in 1 quarter. The position peaked at $66K in Q3 2015. 153 funds tracked by Wall St. Rank hold ACET as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Aceto Corp position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,400 Aceto Corp shares in Q4 2015, an estimated $66K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Aceto Corp in Q3 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Aceto Corp position peaked at $66K in Q3 2015.
  • 153 funds tracked by Wall St. Rank held Aceto Corp as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.