IWMPD
FMC icon

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

Integrated Wealth Management (Palm Desert)’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-63
Closed -$2K – 1323
2015
Q3 		$2K Hold
63
– – ﹤0.01% 1097
2015
Q2 		$3K Hold
63
– – ﹤0.01% 1051
2015
Q1 		$3K Buy
+63
New +$3.28K ﹤0.01% 1021

Other funds holding FMC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FMC Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of FMC (FMC) in Q4 2015, closing a stake of 63 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FMC in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 366 funds tracked by Wall St. Rank hold FMC as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining FMC position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 63 FMC shares in Q4 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in FMC in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s FMC position peaked at $3K in Q2 2015.
  • 366 funds tracked by Wall St. Rank held FMC as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.