IWMPD
GOGL

Integrated Wealth Management (Palm Desert)’s Golden Ocean Group GOGL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-60
Closed – – 547
2016
Q3 		$0 Hold
60
– – ﹤0.01% 1274
2016
Q2 		$0 Hold
60
– – ﹤0.01% 1325
2016
Q1 		$0 Hold
60
– – ﹤0.01% 1244
2015
Q4 		$0 Hold
60
– – ﹤0.01% 1331
2015
Q3 		$1K Hold
60
– – ﹤0.01% 1204
2015
Q2 		$1K Buy
+60
New +$1.38K ﹤0.01% 1235

Other funds holding GOGL

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
GC
Gruss & Co West Palm Beach, Florida $40.8M AUM 44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GP
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Golden Ocean Group (GOGL) in Q4 2016, closing a stake of 60 shares.

Integrated Wealth Management (Palm Desert) first reported a position in GOGL in Q2 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2015. 43 funds tracked by Wall St. Rank hold GOGL as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Golden Ocean Group position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 60 Golden Ocean Group shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Golden Ocean Group in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Golden Ocean Group position peaked at $1K in Q3 2015.
  • 43 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2016.

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