IWMPD
AXA

Integrated Wealth Management (Palm Desert)’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-27
Closed -$1K – 1396
2016
Q2 		$1K Buy
+27
New +$1K ﹤0.01% 1264

Other funds holding AXA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of AXA ADS (1 ORD SHS) (AXA) in Q3 2016, closing a stake of 27 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AXA in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 28 funds tracked by Wall St. Rank hold AXA as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining AXA ADS (1 ORD SHS) position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 27 AXA ADS (1 ORD SHS) shares in Q3 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in AXA ADS (1 ORD SHS) in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s AXA ADS (1 ORD SHS) position peaked at $1K in Q2 2016.
  • 28 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q3 2016.

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