IWMPD
DHG

Integrated Wealth Management (Palm Desert)’s Deutsche High Incm Opportunities DHG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$7K – 1248
2016
Q3 		$7K Hold
500
– – ﹤0.01% 851
2016
Q2 		$7K Hold
500
– – ﹤0.01% 864
2016
Q1 		$7K Hold
500
– – ﹤0.01% 806
2015
Q4 		$7K Buy
+500
New +$6.65K ﹤0.01% 876

Other funds holding DHG

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Deutsche High Incm Opportunities (DHG) in Q4 2016, closing a stake of 500 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DHG in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 44 funds tracked by Wall St. Rank hold DHG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Deutsche High Incm Opportunities position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 500 Deutsche High Incm Opportunities shares in Q4 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Deutsche High Incm Opportunities in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Deutsche High Incm Opportunities position peaked at $7K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q4 2016.

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