IWMPD
FTI icon

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

Integrated Wealth Management (Palm Desert)’s Portfolio FTI Stock Details FTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-185
Closed -$4K – 1237
2015
Q4 		$4K Hold
185
– – ﹤0.01% 972
2015
Q3 		$4K Buy
+185
New +$4.65K ﹤0.01% 979

Other funds holding FTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FTI Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TechnipFMC (FTI) in Q1 2016, closing a stake of 185 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FTI in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 415 funds tracked by Wall St. Rank hold FTI as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining TechnipFMC position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 185 TechnipFMC shares in Q1 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in TechnipFMC in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s TechnipFMC position peaked at $4K in Q4 2015.
  • 415 funds tracked by Wall St. Rank held TechnipFMC as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.