IWMPD
IPW

Integrated Wealth Management (Palm Desert)’s SPDR S&P International Energy Sector IPW Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-50
Closed -$1K – 1429
2016
Q2 		$1K Hold
50
– – ﹤0.01% 1272
2016
Q1 		$1K Hold
50
– – ﹤0.01% 1190
2015
Q4 		$1K Hold
50
– – ﹤0.01% 1293
2015
Q3 		$1K Hold
50
– – ﹤0.01% 1294
2015
Q2 		$1K Hold
50
– – ﹤0.01% 1336
2015
Q1 		$0 Buy
+50
New +$995 ﹤0.01% 1442

Other funds holding IPW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IPW Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SPDR S&P International Energy Sector (IPW) in Q3 2016, closing a stake of 50 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IPW in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2016. 20 funds tracked by Wall St. Rank hold IPW as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SPDR S&P International Energy Sector position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 50 SPDR S&P International Energy Sector shares in Q3 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SPDR S&P International Energy Sector in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s SPDR S&P International Energy Sector position peaked at $1K in Q2 2016.
  • 20 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.