IWMPD
EMBJ

Integrated Wealth Management (Palm Desert)’s Embraer S.A. ADS EMBJ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EMBJ Stock Details EMBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-228
Closed -$4K – 451
2016
Q3 		$4K Buy
+228
New +$4.38K ﹤0.01% 947
2015
Q3 		– Sell
-60
Closed -$2K – 1326
2015
Q2 		$2K Buy
+60
New +$1.85K ﹤0.01% 1124

Other funds holding EMBJ

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
HP
Holowesko Partners Nassau, Bahamas $395M AUM 15.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Embraer S.A. ADS (EMBJ) in Q4 2016, closing a stake of 228 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EMBJ in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 153 funds tracked by Wall St. Rank hold EMBJ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Embraer S.A. ADS position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 228 Embraer S.A. ADS shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Embraer S.A. ADS in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Embraer S.A. ADS position peaked at $4K in Q3 2016.
  • 153 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q4 2016.

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