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Integrated Wealth Management (Palm Desert)’s Deckers Outdoor DECK Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DECK Stock Details DECK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-42
Closed – – 402
2016
Q3 		$0 Hold
42
– – ﹤0.01% 1257
2016
Q2 		$0 Hold
42
– – ﹤0.01% 1307
2016
Q1 		$0 Hold
42
– – ﹤0.01% 1219
2015
Q4 		$0 Hold
42
– – ﹤0.01% 1314
2015
Q3 		$0 Hold
42
– – ﹤0.01% 1316
2015
Q2 		$1K Hold
42
– – ﹤0.01% 1220
2015
Q1 		$0 Buy
+42
New +$540 ﹤0.01% 1301

Other funds holding DECK

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DECK Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Deckers Outdoor (DECK) in Q4 2016, closing a stake of 42 shares.

Integrated Wealth Management (Palm Desert) first reported a position in DECK in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q2 2015. 234 funds tracked by Wall St. Rank hold DECK as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Deckers Outdoor position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 42 Deckers Outdoor shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Deckers Outdoor in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Deckers Outdoor position peaked at $1K in Q2 2015.
  • 234 funds tracked by Wall St. Rank held Deckers Outdoor as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.