IWMPD
ISH

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 – 1409
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 $1.61B AUM 1.86% 1-Year Est. Return
MCA
Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return