IWMPD
DAI

Integrated Wealth Management (Palm Desert)’s DAIMLER AG DAI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-125
Closed -$8K – 1395
2016
Q2 		$8K Buy
+125
New +$8K ﹤0.01% 831

Other funds holding DAI

WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DAI Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of DAIMLER AG (DAI) in Q3 2016, closing a stake of 125 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DAI in Q2 2016 and held it in 1 quarter. The position peaked at $8K in Q2 2016. 21 funds tracked by Wall St. Rank hold DAI as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining DAIMLER AG position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 125 DAIMLER AG shares in Q3 2016, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in DAIMLER AG in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s DAIMLER AG position peaked at $8K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.