IWMPD
CMCSK

Integrated Wealth Management (Palm Desert)’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,108
Closed -$63K – 1458
2015
Q3 		$63K Buy
1,108
+126
+13% +$7.16K 0.03% 340
2015
Q2 		$59K Hold
982
– – 0.02% 365
2015
Q1 		$55K Buy
+982
New +$55K 0.02% 374

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CMCSK Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 1,108 shares — an estimated $63K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CMCSK in Q1 2015 and held it in 3 quarters. The position peaked at $63K in Q3 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,108 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $63K.
  • Integrated Wealth Management (Palm Desert) first reported a position in COMCAST CORP SPL A (NEW) in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s COMCAST CORP SPL A (NEW) position peaked at $63K in Q3 2015.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.