IWMPD
BIK

Integrated Wealth Management (Palm Desert)’s SPDR S&P BRIC 40 ETF BIK Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BIK Stock Details BIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed -$2K – 1371
2016
Q2 		$2K Hold
100
– – ﹤0.01% 1125
2016
Q1 		$2K Hold
100
– – ﹤0.01% 1054
2015
Q4 		$2K Hold
100
– – ﹤0.01% 1137
2015
Q3 		$2K Hold
100
– – ﹤0.01% 1154
2015
Q2 		$2K Hold
100
– – ﹤0.01% 1185
2015
Q1 		$2K Buy
+100
New +$2.24K ﹤0.01% 1142

Integrated Wealth Management (Palm Desert)'s BIK Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SPDR S&P BRIC 40 ETF (BIK) in Q3 2016, closing a stake of 100 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BIK in Q1 2015 and held it in 6 quarters. The position peaked at $2K in Q2 2016. 0 funds tracked by Wall St. Rank hold BIK as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SPDR S&P BRIC 40 ETF position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 SPDR S&P BRIC 40 ETF shares in Q3 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SPDR S&P BRIC 40 ETF in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s SPDR S&P BRIC 40 ETF position peaked at $2K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR S&P BRIC 40 ETF as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.