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Integrated Wealth Management (Palm Desert)’s Glacier Bancorp GBCI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-56
Closed -$1K – 1381
2015
Q1 		$1K Buy
+56
New +$1.39K ﹤0.01% 1177

Other funds holding GBCI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s GBCI Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Glacier Bancorp (GBCI) in Q2 2015, closing a stake of 56 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GBCI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 179 funds tracked by Wall St. Rank hold GBCI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Glacier Bancorp position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 56 Glacier Bancorp shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Glacier Bancorp in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Glacier Bancorp position peaked at $1K in Q1 2015.
  • 179 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.