IWMPD
IMS

Integrated Wealth Management (Palm Desert)’s IMS HEALTH HLDGS INC COM STK (DE) IMS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IMS Stock Details IMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-63
Closed -$1K – 1591
2015
Q1 		$1K Buy
+63
New +$1.63K ﹤0.01% 1283

Other funds holding IMS

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IMS Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of IMS HEALTH HLDGS INC COM STK (DE) (IMS) in Q2 2015, closing a stake of 63 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IMS in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 153 funds tracked by Wall St. Rank hold IMS as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining IMS HEALTH HLDGS INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 63 IMS HEALTH HLDGS INC COM STK (DE) shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in IMS HEALTH HLDGS INC COM STK (DE) in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s IMS HEALTH HLDGS INC COM STK (DE) position peaked at $1K in Q1 2015.
  • 153 funds tracked by Wall St. Rank held IMS HEALTH HLDGS INC COM STK (DE) as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.