IWMPD
HDNG

Integrated Wealth Management (Palm Desert)’s Hardinge Inc HDNG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HDNG Stock Details HDNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,046
Closed -$23K – 1198
2016
Q3 		$23K Hold
2,046
– – 0.01% 575
2016
Q2 		$21K Hold
2,046
– – 0.01% 586
2016
Q1 		$26K Hold
2,046
– – 0.01% 505
2015
Q4 		$19K Hold
2,046
– – 0.01% 603
2015
Q3 		$19K Hold
2,046
– – 0.01% 602
2015
Q2 		$20K Buy
2,046
+564
+38% +$6.04K 0.01% 615
2015
Q1 		$17K Buy
+1,482
New +$17K 0.01% 622

Other funds holding HDNG

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RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Hardinge Inc (HDNG) in Q4 2016, closing a stake of 2,046 shares — an estimated $23K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HDNG in Q1 2015 and held it in 7 quarters. The position peaked at $26K in Q1 2016. 79 funds tracked by Wall St. Rank hold HDNG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Hardinge Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,046 Hardinge Inc shares in Q4 2016, an estimated $23K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Hardinge Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Hardinge Inc position peaked at $26K in Q1 2016.
  • 79 funds tracked by Wall St. Rank held Hardinge Inc as of Q4 2016.

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