IWMPD
BWLD

Integrated Wealth Management (Palm Desert)’s Buffalo Wild Wings, Inc. BWLD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BWLD Stock Details BWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-50
Closed -$8K – 1374
2015
Q4 		$8K Hold
50
– – ﹤0.01% 841
2015
Q3 		$10K Buy
+50
New +$9.38K ﹤0.01% 777

Other funds holding BWLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BWLD Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Buffalo Wild Wings, Inc. (BWLD) in Q1 2016, closing a stake of 50 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BWLD in Q3 2015 and held it in 2 quarters. The position peaked at $10K in Q3 2015. 274 funds tracked by Wall St. Rank hold BWLD as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Buffalo Wild Wings, Inc. position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 50 Buffalo Wild Wings, Inc. shares in Q1 2016, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Buffalo Wild Wings, Inc. in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Buffalo Wild Wings, Inc. position peaked at $10K in Q3 2015.
  • 274 funds tracked by Wall St. Rank held Buffalo Wild Wings, Inc. as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.