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Integrated Wealth Management (Palm Desert)’s AXIS Capital AXS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-94
Closed -$5K – 291
2016
Q3 		$5K Hold
94
– – ﹤0.01% 893
2016
Q2 		$5K Sell
94
-44
-32% -$2.39K ﹤0.01% 904
2016
Q1 		$8K Hold
138
– – ﹤0.01% 741
2015
Q4 		$8K Hold
138
– – ﹤0.01% 814
2015
Q3 		$7K Hold
138
– – ﹤0.01% 846
2015
Q2 		$7K Hold
138
– – ﹤0.01% 862
2015
Q1 		$7K Buy
+138
New +$7.03K ﹤0.01% 835

Other funds holding AXS

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of AXIS Capital (AXS) in Q4 2016, closing a stake of 94 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AXS in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q1 2016. 299 funds tracked by Wall St. Rank hold AXS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining AXIS Capital position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 94 AXIS Capital shares in Q4 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in AXIS Capital in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s AXIS Capital position peaked at $8K in Q1 2016.
  • 299 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2016.

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