Integrated Wealth Management (Palm Desert)’s INTL SHIPHOLDING CORP ISH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ISH Stock Details ISH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-2,007	Closed	-$3K	–	1408
2015 Q4	$3K	Hold	2,007	–	–	﹤0.01%	1055
2015 Q3	$8K	Hold	2,007	–	–	﹤0.01%	838
2015 Q2	$13K	Buy	2,007 +1,205	+150%	+$11.2K	0.01%	740
2015 Q1	$9K	Buy	+802	New	+$11.8K	﹤0.01%	799

Other funds holding ISH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

MCA

Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ISH Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of INTL SHIPHOLDING CORP (ISH) in Q1 2016, closing a stake of 2,007 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ISH in Q1 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 2 funds tracked by Wall St. Rank hold ISH as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining INTL SHIPHOLDING CORP position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,007 INTL SHIPHOLDING CORP shares in Q1 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in INTL SHIPHOLDING CORP in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s INTL SHIPHOLDING CORP position peaked at $13K in Q2 2015.
2 funds tracked by Wall St. Rank held INTL SHIPHOLDING CORP as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.