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Integrated Wealth Management (Palm Desert)’s Alamo Group ALG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-379
Closed -$25K – 261
2016
Q3 		$25K Hold
379
– – 0.01% 547
2016
Q2 		$25K Hold
379
– – 0.01% 543
2016
Q1 		$21K Hold
379
– – 0.01% 545
2015
Q4 		$20K Hold
379
– – 0.01% 578
2015
Q3 		$18K Hold
379
– – 0.01% 604
2015
Q2 		$21K Buy
379
+33
+10% +$1.9K 0.01% 582
2015
Q1 		$21K Buy
+346
New +$17.9K 0.01% 552

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ALG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Alamo Group (ALG) in Q4 2016, closing a stake of 379 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ALG in Q1 2015 and held it in 7 quarters. The position peaked at $25K in Q3 2016. 153 funds tracked by Wall St. Rank hold ALG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Alamo Group position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 379 Alamo Group shares in Q4 2016, an estimated $25K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Alamo Group in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Alamo Group position peaked at $25K in Q3 2016.
  • 153 funds tracked by Wall St. Rank held Alamo Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.