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Integrated Wealth Management (Palm Desert)’s Blackbaud BLKB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-41
Closed -$1K – 1360
2015
Q1 		$1K Buy
+41
New +$1.84K ﹤0.01% 1166

Other funds holding BLKB

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Blackbaud (BLKB) in Q2 2015, closing a stake of 41 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BLKB in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 184 funds tracked by Wall St. Rank hold BLKB as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Blackbaud position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 41 Blackbaud shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Blackbaud in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Blackbaud position peaked at $1K in Q1 2015.
  • 184 funds tracked by Wall St. Rank held Blackbaud as of Q2 2015.

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