IWMPD
ANZ

Integrated Wealth Management (Palm Desert)’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-500
Closed -$9K – 1410
2016
Q2 		$9K Buy
+500
New +$9K ﹤0.01% 802

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ANZ Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q3 2016, closing a stake of 500 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ANZ in Q2 2016 and held it in 1 quarter. The position peaked at $9K in Q2 2016. 15 funds tracked by Wall St. Rank hold ANZ as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 500 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q3 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $9K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.