IWMPD
DCUA

Integrated Wealth Management (Palm Desert)’s DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) DCUA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DCUA Stock Details DCUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-62
Closed -$4K – 1438
2016
Q1 		$4K Hold
62
– – ﹤0.01% 911
2015
Q4 		$3K Sell
62
-67
-52% -$3.66K ﹤0.01% 1053
2015
Q3 		$7K Hold
129
– – ﹤0.01% 876
2015
Q2 		$7K Hold
129
– – ﹤0.01% 891
2015
Q1 		$7K Buy
+129
New +$7.58K ﹤0.01% 869

Integrated Wealth Management (Palm Desert)'s DCUA Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) (DCUA) in Q2 2016, closing a stake of 62 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DCUA in Q1 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2015. 0 funds tracked by Wall St. Rank hold DCUA as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 62 DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) shares in Q2 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) position peaked at $7K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.