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Integrated Wealth Management (Palm Desert)’s Globus Medical GMED Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-49
Closed -$1K – 1385
2015
Q1 		$1K Buy
+49
New +$1.19K ﹤0.01% 1179

Other funds holding GMED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Globus Medical (GMED) in Q2 2015, closing a stake of 49 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GMED in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 180 funds tracked by Wall St. Rank hold GMED as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Globus Medical position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 49 Globus Medical shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Globus Medical in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Globus Medical position peaked at $1K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Globus Medical as of Q2 2015.

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