Integrated Wealth Management (Palm Desert)’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CATM Stock Details CATM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-33	Closed	-$1K	–	1123
2016 Q3	$1K	Hold	33	–	–	﹤0.01%	1208
2016 Q2	$1K	Hold	33	–	–	﹤0.01%	1234
2016 Q1	$1K	Hold	33	–	–	﹤0.01%	1156
2015 Q4	$1K	Hold	33	–	–	﹤0.01%	1255
2015 Q3	$1K	Hold	33	–	–	﹤0.01%	1261
2015 Q2	$1K	Sell	33 -3	-8%	-$114	﹤0.01%	1300
2015 Q1	$1K	Buy	+36	New	+$1.32K	﹤0.01%	1237

Other funds holding CATM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CATM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q4 2016, closing a stake of 33 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CATM in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 228 funds tracked by Wall St. Rank hold CATM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 33 Cardtronics plc Class A Ordinary Shares (UK) shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Cardtronics plc Class A Ordinary Shares (UK) position peaked at $1K in Q3 2016.
228 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.