IWMPD
FNFV

Integrated Wealth Management (Palm Desert)’s Fidelity Natl Financial, Inc. FNFV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FNFV Stock Details FNFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-206
Closed -$3K – 1212
2016
Q3 		$3K Buy
+206
New +$2.54K ﹤0.01% 1032

Other funds holding FNFV

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
MCM
Moon Capital Management New York $166M AUM 54.85% 1-Year Est. Return
LCM
Lionstone Capital Management New York $435M AUM 12.54% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Fidelity Natl Financial, Inc. (FNFV) in Q4 2016, closing a stake of 206 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FNFV in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 147 funds tracked by Wall St. Rank hold FNFV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Fidelity Natl Financial, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 206 Fidelity Natl Financial, Inc. shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Fidelity Natl Financial, Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Fidelity Natl Financial, Inc. position peaked at $3K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held Fidelity Natl Financial, Inc. as of Q4 2016.

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