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Integrated Wealth Management (Palm Desert)’s Cintas CTAS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$2K – 1315
2015
Q2 		$2K Buy
+100
New +$2.1K ﹤0.01% 1119

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Cintas (CTAS) in Q3 2015, closing a stake of 100 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CTAS in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 447 funds tracked by Wall St. Rank hold CTAS as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cintas position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Cintas shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cintas in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Cintas position peaked at $2K in Q2 2015.
  • 447 funds tracked by Wall St. Rank held Cintas as of Q3 2015.

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