IWMPD
AOL

Integrated Wealth Management (Palm Desert)’s AOL INC COMMON STOCK AOL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-67
Closed -$2K – 1560
2015
Q1 		$2K Buy
+67
New +$2.87K ﹤0.01% 1144

Other funds holding AOL

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
IRF
IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of AOL INC COMMON STOCK (AOL) in Q2 2015, closing a stake of 67 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AOL in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 11 funds tracked by Wall St. Rank hold AOL as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining AOL INC COMMON STOCK position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 67 AOL INC COMMON STOCK shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in AOL INC COMMON STOCK in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s AOL INC COMMON STOCK position peaked at $2K in Q1 2015.
  • 11 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q2 2015.

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