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Integrated Wealth Management (Palm Desert)’s BRF SA BRFS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BRFS Stock Details BRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-24
Closed – – 1361
2015
Q1 		$0 Buy
+24
New +$533 ﹤0.01% 1294

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BlackRock Group
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Macquarie Group
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Oaktree Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
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EGA
Emerging Global Advisors New York $140M AUM 5.42% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of BRF SA (BRFS) in Q2 2015, closing a stake of 24 shares.

Integrated Wealth Management (Palm Desert) first reported a position in BRFS in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 145 funds tracked by Wall St. Rank hold BRFS as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining BRF SA position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 24 BRF SA shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in BRF SA in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s BRF SA position peaked at $0 in Q1 2015.
  • 145 funds tracked by Wall St. Rank held BRF SA as of Q2 2015.

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