IWMPD
BGG

Integrated Wealth Management (Palm Desert)’s Briggs & Stratton Corp. BGG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$4K – 1420
2015
Q2 		$4K Buy
+200
New +$3.92K ﹤0.01% 1020

Other funds holding BGG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Briggs & Stratton Corp. (BGG) in Q3 2015, closing a stake of 200 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BGG in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 190 funds tracked by Wall St. Rank hold BGG as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Briggs & Stratton Corp. position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 Briggs & Stratton Corp. shares in Q3 2015, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Briggs & Stratton Corp. in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Briggs & Stratton Corp. position peaked at $4K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q3 2015.

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