IWMPD
IPCM

Integrated Wealth Management (Palm Desert)’s IPC HEALTHCARE INC COM DTD IPCM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IPCM Stock Details IPCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-25
Closed -$1K – 1556
2015
Q1 		$1K Buy
+25
New +$1.09K ﹤0.01% 1267

Other funds holding IPCM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of IPC HEALTHCARE INC COM DTD (IPCM) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IPCM in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 151 funds tracked by Wall St. Rank hold IPCM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining IPC HEALTHCARE INC COM DTD position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 25 IPC HEALTHCARE INC COM DTD shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in IPC HEALTHCARE INC COM DTD in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s IPC HEALTHCARE INC COM DTD position peaked at $1K in Q1 2015.
  • 151 funds tracked by Wall St. Rank held IPC HEALTHCARE INC COM DTD as of Q2 2015.

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