IWMPD
DS

Integrated Wealth Management (Palm Desert)’s Drive Shack Inc. DS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DS Stock Details DS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-466
Closed -$2K – 1092
2016
Q3 		$2K Buy
+466
New +$2.15K ﹤0.01% 1101

Other funds holding DS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Drive Shack Inc. (DS) in Q4 2016, closing a stake of 466 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DS in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 95 funds tracked by Wall St. Rank hold DS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Drive Shack Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 466 Drive Shack Inc. shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Drive Shack Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Drive Shack Inc. position peaked at $2K in Q3 2016.
  • 95 funds tracked by Wall St. Rank held Drive Shack Inc. as of Q4 2016.

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