IWMPD
CLC

Integrated Wealth Management (Palm Desert)’s Clarcor CLC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CLC Stock Details CLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-26
Closed -$1K – 1535
2015
Q1 		$1K Buy
+26
New +$1.68K ﹤0.01% 1255

Other funds holding CLC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CLC Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Clarcor (CLC) in Q2 2015, closing a stake of 26 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CLC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 237 funds tracked by Wall St. Rank hold CLC as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Clarcor position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 26 Clarcor shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Clarcor in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Clarcor position peaked at $1K in Q1 2015.
  • 237 funds tracked by Wall St. Rank held Clarcor as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.