IWMPD
HERO

Integrated Wealth Management (Palm Desert)’s HERCULES OFFSHORE INC COM STK HERO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed – – 1441
2015
Q3 		$0 Hold
200
– – ﹤0.01% 1437
2015
Q2 		$0 Hold
200
– – ﹤0.01% 1546
2015
Q1 		$0 Buy
+200
New +$141 ﹤0.01% 1415

Other funds holding HERO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of HERCULES OFFSHORE INC COM STK (HERO) in Q4 2015, closing a stake of 200 shares.

Integrated Wealth Management (Palm Desert) first reported a position in HERO in Q1 2015 and held it in 3 quarters. The position peaked at $0 in Q3 2015. 55 funds tracked by Wall St. Rank hold HERO as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining HERCULES OFFSHORE INC COM STK position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 HERCULES OFFSHORE INC COM STK shares in Q4 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in HERCULES OFFSHORE INC COM STK in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s HERCULES OFFSHORE INC COM STK position peaked at $0 in Q3 2015.
  • 55 funds tracked by Wall St. Rank held HERCULES OFFSHORE INC COM STK as of Q4 2015.

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