IWMPD
HCC

Integrated Wealth Management (Palm Desert)’s HCC INSURANCES HOLDINGS INC HCC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-66
Closed -$5K – 1454
2015
Q3 		$5K Hold
66
– – ﹤0.01% 961
2015
Q2 		$5K Sell
66
-17
-20% -$1.06K ﹤0.01% 984
2015
Q1 		$4K Buy
+83
New +$4.59K ﹤0.01% 1000

Integrated Wealth Management (Palm Desert)'s HCC Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of HCC INSURANCES HOLDINGS INC (HCC) in Q4 2015, closing a stake of 66 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HCC in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q3 2015. 0 funds tracked by Wall St. Rank hold HCC as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining HCC INSURANCES HOLDINGS INC position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 66 HCC INSURANCES HOLDINGS INC shares in Q4 2015, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in HCC INSURANCES HOLDINGS INC in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s HCC INSURANCES HOLDINGS INC position peaked at $5K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held HCC INSURANCES HOLDINGS INC as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.