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Integrated Wealth Management (Palm Desert)’s Alarm.com ALRM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-400
Closed -$6K – 1300
2015
Q2 		$6K Buy
+400
New +$6.4K ﹤0.01% 899

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EMFAT
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EA
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ACM
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Federated Hermes
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BFA
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Vanguard Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ALRM Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Alarm.com (ALRM) in Q3 2015, closing a stake of 400 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ALRM in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 53 funds tracked by Wall St. Rank hold ALRM as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Alarm.com position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 400 Alarm.com shares in Q3 2015, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Alarm.com in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Alarm.com position peaked at $6K in Q2 2015.
  • 53 funds tracked by Wall St. Rank held Alarm.com as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.