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Integrated Wealth Management (Palm Desert)’s Five Below FIVE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-50
Closed -$2K – 1328
2015
Q2 		$2K Buy
+50
New +$1.82K ﹤0.01% 1131

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FIVE Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Five Below (FIVE) in Q3 2015, closing a stake of 50 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FIVE in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 171 funds tracked by Wall St. Rank hold FIVE as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Five Below position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 50 Five Below shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Five Below in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Five Below position peaked at $2K in Q2 2015.
  • 171 funds tracked by Wall St. Rank held Five Below as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.