Integrated Wealth Management (Palm Desert)’s Atlas Corp. ATCO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ATCO Stock Details ATCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,000	Closed	-$13K	–	1090
2016 Q3	$13K	Hold	1,000	–	–	﹤0.01%	711
2016 Q2	$14K	Hold	1,000	–	–	0.01%	686
2016 Q1	$18K	Hold	1,000	–	–	0.01%	582
2015 Q4	$16K	Hold	1,000	–	–	0.01%	642
2015 Q3	$15K	Hold	1,000	–	–	0.01%	662
2015 Q2	$19K	Hold	1,000	–	–	0.01%	630
2015 Q1	$18K	Buy	+1,000	New	+$18.3K	0.01%	606

Other funds holding ATCO

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Atlas Corp. (ATCO) in Q4 2016, closing a stake of 1,000 shares — an estimated $13K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ATCO in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q2 2015. 92 funds tracked by Wall St. Rank hold ATCO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Atlas Corp. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,000 Atlas Corp. shares in Q4 2016, an estimated $13K.
Integrated Wealth Management (Palm Desert) first reported a position in Atlas Corp. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Atlas Corp. position peaked at $19K in Q2 2015.
92 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2016.

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