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Integrated Wealth Management (Palm Desert)’s Axalta AXTA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-800
Closed -$26K – 1305
2015
Q2 		$26K Buy
+800
New +$26.4K 0.01% 530

Other funds holding AXTA

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
IIM
Ivory Investment Management New York $496M AUM 4.8% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AXTA Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Axalta (AXTA) in Q3 2015, closing a stake of 800 shares — an estimated $26K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AXTA in Q2 2015 and held it in 1 quarter. The position peaked at $26K in Q2 2015. 186 funds tracked by Wall St. Rank hold AXTA as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Axalta position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 800 Axalta shares in Q3 2015, an estimated $26K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Axalta in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Axalta position peaked at $26K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Axalta as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.