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Integrated Wealth Management (Palm Desert)’s Allison Transmission ALSN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-211
Closed -$6K – 265
2016
Q3 		$6K Buy
+211
New +$5.95K ﹤0.01% 857

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Allison Transmission (ALSN) in Q4 2016, closing a stake of 211 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ALSN in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 258 funds tracked by Wall St. Rank hold ALSN as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Allison Transmission position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 211 Allison Transmission shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Allison Transmission in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Allison Transmission position peaked at $6K in Q3 2016.
  • 258 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2016.

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