Integrated Wealth Management (Palm Desert)’s CoStar Group CSGP Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CSGP Stock Details CSGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-130	Closed	-$2K	–	1369
2015 Q1	$2K	Buy	+130	New	+$2.46K	﹤0.01%	1082

Other funds holding CSGP

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of CoStar Group (CSGP) in Q2 2015, closing a stake of 130 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CSGP in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 217 funds tracked by Wall St. Rank hold CSGP as of Q2 2015.

Integrated Wealth Management (Palm Desert) reported no remaining CoStar Group position as of Q2 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 130 CoStar Group shares in Q2 2015, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in CoStar Group in Q1 2015 and held it in 1 quarter.
Integrated Wealth Management (Palm Desert)'s CoStar Group position peaked at $2K in Q1 2015.
217 funds tracked by Wall St. Rank held CoStar Group as of Q2 2015.

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