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Integrated Wealth Management (Palm Desert)’s CF Industries CF Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-20
Closed – – 1247
2016
Q2 		$0 Hold
20
– – ﹤0.01% 1298
2016
Q1 		$1K Hold
20
– – ﹤0.01% 1075
2015
Q4 		$1K Hold
20
– – ﹤0.01% 1164
2015
Q3 		$1K Hold
20
– – ﹤0.01% 1180
2015
Q2 		$1K Hold
20
– – ﹤0.01% 1215
2015
Q1 		$1K Buy
+20
New +$1.19K ﹤0.01% 1168

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CF Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CF Industries (CF) in Q3 2016, closing a stake of 20 shares.

Integrated Wealth Management (Palm Desert) first reported a position in CF in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q1 2016. 421 funds tracked by Wall St. Rank hold CF as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining CF Industries position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 CF Industries shares in Q3 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in CF Industries in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s CF Industries position peaked at $1K in Q1 2016.
  • 421 funds tracked by Wall St. Rank held CF Industries as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.