IWMPD
HDS

Integrated Wealth Management (Palm Desert)’s HD Supply Holdings, Inc. HDS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HDS Stock Details HDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,100
Closed -$35K – 1134
2016
Q3 		$35K Buy
+1,100
New +$38.1K 0.01% 486

Other funds holding HDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of HD Supply Holdings, Inc. (HDS) in Q4 2016, closing a stake of 1,100 shares — an estimated $35K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HDS in Q3 2016 and held it in 1 quarter. The position peaked at $35K in Q3 2016. 371 funds tracked by Wall St. Rank hold HDS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining HD Supply Holdings, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,100 HD Supply Holdings, Inc. shares in Q4 2016, an estimated $35K.
  • Integrated Wealth Management (Palm Desert) first reported a position in HD Supply Holdings, Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s HD Supply Holdings, Inc. position peaked at $35K in Q3 2016.
  • 371 funds tracked by Wall St. Rank held HD Supply Holdings, Inc. as of Q4 2016.

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