IWMPD
ARII

Integrated Wealth Management (Palm Desert)’s American Railcar Industries, Inc. ARII Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ARII Stock Details ARII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-201
Closed -$9K – 1521
2015
Q1 		$9K Buy
+201
New +$10.4K ﹤0.01% 797

Other funds holding ARII

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of American Railcar Industries, Inc. (ARII) in Q2 2015, closing a stake of 201 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ARII in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 131 funds tracked by Wall St. Rank hold ARII as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining American Railcar Industries, Inc. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 201 American Railcar Industries, Inc. shares in Q2 2015, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in American Railcar Industries, Inc. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s American Railcar Industries, Inc. position peaked at $9K in Q1 2015.
  • 131 funds tracked by Wall St. Rank held American Railcar Industries, Inc. as of Q2 2015.

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