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Integrated Wealth Management (Palm Desert)’s Assured Guaranty AGO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-53
Closed -$1K – 1342
2015
Q1 		$1K Buy
+53
New +$1.37K ﹤0.01% 1159

Other funds holding AGO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AGO Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Assured Guaranty (AGO) in Q2 2015, closing a stake of 53 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AGO in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 258 funds tracked by Wall St. Rank hold AGO as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Assured Guaranty position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 53 Assured Guaranty shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Assured Guaranty in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Assured Guaranty position peaked at $1K in Q1 2015.
  • 258 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.