IWMPD
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Integrated Wealth Management (Palm Desert)’s ENI E Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12
Closed – – 1225
2015
Q4 		$0 Hold
12
– – ﹤0.01% 1318
2015
Q3 		$0 Hold
12
– – ﹤0.01% 1321
2015
Q2 		$0 Hold
12
– – ﹤0.01% 1372
2015
Q1 		$0 Buy
+12
New +$417 ﹤0.01% 1304

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s E Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of ENI (E) in Q1 2016, closing a stake of 12 shares.

Integrated Wealth Management (Palm Desert) first reported a position in E in Q1 2015 and held it in 4 quarters. The position peaked at $0 in Q4 2015. 124 funds tracked by Wall St. Rank hold E as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining ENI position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 12 ENI shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in ENI in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s ENI position peaked at $0 in Q4 2015.
  • 124 funds tracked by Wall St. Rank held ENI as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.