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Integrated Wealth Management (Palm Desert)’s Buckle BKE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10
Closed – – 1359
2015
Q1 		$0 Buy
+10
New +$503 ﹤0.01% 1293

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 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 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BKE Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Buckle (BKE) in Q2 2015, closing a stake of 10 shares.

Integrated Wealth Management (Palm Desert) first reported a position in BKE in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 185 funds tracked by Wall St. Rank hold BKE as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Buckle position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 10 Buckle shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Buckle in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Buckle position peaked at $0 in Q1 2015.
  • 185 funds tracked by Wall St. Rank held Buckle as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.