IWMPD
BID

Integrated Wealth Management (Palm Desert)’s Sotheby's BID Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-97
Closed -$4K – 1161
2016
Q3 		$4K Hold
97
– – ﹤0.01% 972
2016
Q2 		$3K Hold
97
– – ﹤0.01% 1029
2016
Q1 		$3K Hold
97
– – ﹤0.01% 964
2015
Q4 		$2K Hold
97
– – ﹤0.01% 1125
2015
Q3 		$3K Buy
+97
New +$3.72K ﹤0.01% 1059

Other funds holding BID

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Sotheby's (BID) in Q4 2016, closing a stake of 97 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BID in Q3 2015 and held it in 5 quarters. The position peaked at $4K in Q3 2016. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Sotheby's position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 97 Sotheby's shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Sotheby's in Q3 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Sotheby's position peaked at $4K in Q3 2016.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

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