Integrated Wealth Management (Palm Desert)’s Cavium, Inc. CAVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-30
Closed -$2K 1246
2016
Q3
$2K Buy
+30
New +$1.5K ﹤0.01% 1113
2015
Q2
Sell
-23
Closed -$1K 1570
2015
Q1
$1K Buy
+23
New +$1.49K ﹤0.01% 1273

Other funds holding CAVM

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

Integrated Wealth Management (Palm Desert) sold out of Cavium, Inc. (CAVM) in Q4 2016, closing a stake of 30 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CAVM in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 230 funds tracked by Wall St. Rank hold CAVM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cavium, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 30 Cavium, Inc. shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cavium, Inc. in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Cavium, Inc. position peaked at $2K in Q3 2016.
  • 230 funds tracked by Wall St. Rank held Cavium, Inc. as of Q4 2016.

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