IWMPD
DYN.WS

Integrated Wealth Management (Palm Desert)’s Dynegy Inc, DYN.WS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DYN.WS Stock Details DYN.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2
Closed – – 1275
2016
Q3 		$0 Hold
2
– – ﹤0.01% 1420
2016
Q2 		$0 Hold
2
– – ﹤0.01% 1463
2016
Q1 		$0 Hold
2
– – ﹤0.01% 1422
2015
Q4 		$0 Hold
2
– – ﹤0.01% 1469
2015
Q3 		$0 Hold
2
– – ﹤0.01% 1474
2015
Q2 		$0 Hold
2
– – ﹤0.01% 1582
2015
Q1 		$0 Buy
+2
New +$7 ﹤0.01% 1435

Other funds holding DYN.WS

SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Bocage Capital San Francisco, California $185M AUM 61.49% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
MGA
MatlinPatterson Global Advisers New York $163M AUM 32.35% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DYN.WS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Dynegy Inc, (DYN.WS) in Q4 2016, closing a stake of 2 shares.

Integrated Wealth Management (Palm Desert) first reported a position in DYN.WS in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 33 funds tracked by Wall St. Rank hold DYN.WS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Dynegy Inc, position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2 Dynegy Inc, shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Dynegy Inc, in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Dynegy Inc, position peaked at $0 in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Dynegy Inc, as of Q4 2016.

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