IWMPD
FNM

Integrated Wealth Management (Palm Desert)’s FANNIE MAE FNM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,800
Closed -$16K – 1393
2016
Q2 		$16K Buy
+7,800
New +$16K 0.01% 654

Other funds holding FNM

RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
VNA
VNBTrust National Association Charlottesville, Virginia $271M AUM 13.22% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FNM Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of FANNIE MAE (FNM) in Q3 2016, closing a stake of 7,800 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FNM in Q2 2016 and held it in 1 quarter. The position peaked at $16K in Q2 2016. 28 funds tracked by Wall St. Rank hold FNM as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining FANNIE MAE position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 7,800 FANNIE MAE shares in Q3 2016, an estimated $16K.
  • Integrated Wealth Management (Palm Desert) first reported a position in FANNIE MAE in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s FANNIE MAE position peaked at $16K in Q2 2016.
  • 28 funds tracked by Wall St. Rank held FANNIE MAE as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.