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Integrated Wealth Management (Palm Desert)’s Capitol Federal Financial CFFN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-160
Closed -$2K – 1309
2015
Q2 		$2K Buy
+160
New +$1.95K ﹤0.01% 1116

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CFFN Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Capitol Federal Financial (CFFN) in Q3 2015, closing a stake of 160 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CFFN in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 146 funds tracked by Wall St. Rank hold CFFN as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Capitol Federal Financial position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 160 Capitol Federal Financial shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Capitol Federal Financial in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Capitol Federal Financial position peaked at $2K in Q2 2015.
  • 146 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.