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Integrated Wealth Management (Palm Desert)’s EPAM Systems EPAM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-20
Closed -$1K – 1375
2015
Q1 		$1K Buy
+20
New +$1.09K ﹤0.01% 1172

Other funds holding EPAM

RCP
RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EPAM Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of EPAM Systems (EPAM) in Q2 2015, closing a stake of 20 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EPAM in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 193 funds tracked by Wall St. Rank hold EPAM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining EPAM Systems position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 EPAM Systems shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in EPAM Systems in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s EPAM Systems position peaked at $1K in Q1 2015.
  • 193 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.