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Integrated Wealth Management (Palm Desert)’s Avnet AVT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-30
Closed -$1K – 1353
2015
Q1 		$1K Buy
+30
New +$1.32K ﹤0.01% 1163

Other funds holding AVT

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Avnet (AVT) in Q2 2015, closing a stake of 30 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AVT in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 352 funds tracked by Wall St. Rank hold AVT as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Avnet position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 30 Avnet shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Avnet in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Avnet position peaked at $1K in Q1 2015.
  • 352 funds tracked by Wall St. Rank held Avnet as of Q2 2015.

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