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Integrated Wealth Management (Palm Desert)’s Brink's BCO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BCO Stock Details BCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-31
Closed -$1K – 303
2016
Q3 		$1K Hold
31
– – ﹤0.01% 1128
2016
Q2 		$1K Hold
31
– – ﹤0.01% 1151
2016
Q1 		$1K Hold
31
– – ﹤0.01% 1072
2015
Q4 		$1K Hold
31
– – ﹤0.01% 1160
2015
Q3 		$1K Hold
31
– – ﹤0.01% 1176
2015
Q2 		$1K Hold
31
– – ﹤0.01% 1210
2015
Q1 		$0 Buy
+31
New +$796 ﹤0.01% 1291

Other funds holding BCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
Greencape Capital Melbourne, Australia $59.9M AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Brink's (BCO) in Q4 2016, closing a stake of 31 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BCO in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 209 funds tracked by Wall St. Rank hold BCO as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Brink's position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 31 Brink's shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Brink's in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Brink's position peaked at $1K in Q3 2016.
  • 209 funds tracked by Wall St. Rank held Brink's as of Q4 2016.

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