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Integrated Wealth Management (Palm Desert)’s CGI GIB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-34
Closed -$1K – 1384
2015
Q1 		$1K Buy
+34
New +$1.39K ﹤0.01% 1178

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of CGI (GIB) in Q2 2015, closing a stake of 34 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GIB in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 193 funds tracked by Wall St. Rank hold GIB as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining CGI position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 34 CGI shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CGI in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s CGI position peaked at $1K in Q1 2015.
  • 193 funds tracked by Wall St. Rank held CGI as of Q2 2015.

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