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Integrated Wealth Management (Palm Desert)’s Diamondback Energy FANG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50
Closed -$5K – 483
2016
Q3 		$5K Hold
50
– – ﹤0.01% 898
2016
Q2 		$5K Buy
+50
New +$4.32K ﹤0.01% 910

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Vanguard Group
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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
VanEck Associates
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State Street
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Integrated Wealth Management (Palm Desert)'s FANG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Diamondback Energy (FANG) in Q4 2016, closing a stake of 50 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FANG in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 386 funds tracked by Wall St. Rank hold FANG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Diamondback Energy position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 50 Diamondback Energy shares in Q4 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Diamondback Energy in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Diamondback Energy position peaked at $5K in Q3 2016.
  • 386 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2016.

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