IWMPD
DO

Integrated Wealth Management (Palm Desert)’s Diamond Offshore Drilling DO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DO Stock Details DO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-22
Closed – – 1473
2016
Q1 		$0 Hold
22
– – ﹤0.01% 1428
2015
Q4 		$0 Hold
22
– – ﹤0.01% 1475
2015
Q3 		$0 Sell
22
-50
-69% -$1.12K ﹤0.01% 1476
2015
Q2 		$2K Hold
72
– – ﹤0.01% 1197
2015
Q1 		$1K Buy
+72
New +$2.24K ﹤0.01% 1281

Other funds holding DO

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Diamond Offshore Drilling (DO) in Q2 2016, closing a stake of 22 shares.

Integrated Wealth Management (Palm Desert) first reported a position in DO in Q1 2015 and held it in 5 quarters. The position peaked at $2K in Q2 2015. 309 funds tracked by Wall St. Rank hold DO as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Diamond Offshore Drilling position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 22 Diamond Offshore Drilling shares in Q2 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Diamond Offshore Drilling in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Diamond Offshore Drilling position peaked at $2K in Q2 2015.
  • 309 funds tracked by Wall St. Rank held Diamond Offshore Drilling as of Q2 2016.

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