IWMPD
EVOL

Integrated Wealth Management (Palm Desert)’s Evolving Systems, Inc. EVOL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed – – 1294
2016
Q3 		$0 Hold
100
– – ﹤0.01% 1427
2016
Q2 		$1K Hold
100
– – ﹤0.01% 1271
2016
Q1 		$1K Hold
100
– – ﹤0.01% 1189
2015
Q4 		$1K Hold
100
– – ﹤0.01% 1292
2015
Q3 		$1K Hold
100
– – ﹤0.01% 1293
2015
Q2 		$1K Hold
100
– – ﹤0.01% 1335
2015
Q1 		$0 Buy
+100
New +$879 ﹤0.01% 1440

Other funds holding EVOL

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Evolving Systems, Inc. (EVOL) in Q4 2016, closing a stake of 100 shares.

Integrated Wealth Management (Palm Desert) first reported a position in EVOL in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q2 2016. 39 funds tracked by Wall St. Rank hold EVOL as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Evolving Systems, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Evolving Systems, Inc. shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Evolving Systems, Inc. in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Evolving Systems, Inc. position peaked at $1K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q4 2016.

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