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

Integrated Wealth Management (Palm Desert)’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-39
Closed -$1K – 540
2016
Q3 		$1K Hold
39
– – ﹤0.01% 1146
2016
Q2 		$1K Hold
39
– – ﹤0.01% 1171
2016
Q1 		$1K Hold
39
– – ﹤0.01% 1094
2015
Q4 		$1K Hold
39
– – ﹤0.01% 1186
2015
Q3 		$1K Hold
39
– – ﹤0.01% 1200
2015
Q2 		$1K Buy
+39
New +$941 ﹤0.01% 1233

Other funds holding GGG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Graco (GGG) in Q4 2016, closing a stake of 39 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GGG in Q2 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2016. 319 funds tracked by Wall St. Rank hold GGG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Graco position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 39 Graco shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Graco in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Graco position peaked at $1K in Q3 2016.
  • 319 funds tracked by Wall St. Rank held Graco as of Q4 2016.

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