IWMPD
AIRM

Integrated Wealth Management (Palm Desert)’s Air Methods Corp AIRM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AIRM Stock Details AIRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-27
Closed -$1K – 1583
2015
Q1 		$1K Buy
+27
New +$1.24K ﹤0.01% 1279

Other funds holding AIRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Air Methods Corp (AIRM) in Q2 2015, closing a stake of 27 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AIRM in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 215 funds tracked by Wall St. Rank hold AIRM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Air Methods Corp position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 27 Air Methods Corp shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Air Methods Corp in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Air Methods Corp position peaked at $1K in Q1 2015.
  • 215 funds tracked by Wall St. Rank held Air Methods Corp as of Q2 2015.

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