IWMPD
CPHD

Integrated Wealth Management (Palm Desert)’s Cepheid Inc CPHD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CPHD Stock Details CPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-27
Closed -$1K – 1540
2015
Q1 		$1K Buy
+27
New +$1.52K ﹤0.01% 1257

Other funds holding CPHD

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Cepheid Inc (CPHD) in Q2 2015, closing a stake of 27 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CPHD in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 243 funds tracked by Wall St. Rank hold CPHD as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cepheid Inc position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 27 Cepheid Inc shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cepheid Inc in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Cepheid Inc position peaked at $1K in Q1 2015.
  • 243 funds tracked by Wall St. Rank held Cepheid Inc as of Q2 2015.

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