IWMPD
JMI

Integrated Wealth Management (Palm Desert)’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$1K – 1442
2015
Q2 		$1K Hold
100
– – ﹤0.01% 1323
2015
Q1 		$0 Buy
+100
New +$906 ﹤0.01% 1418

Other funds holding JMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JMI Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q3 2015, closing a stake of 100 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JMI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 33 funds tracked by Wall St. Rank hold JMI as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 JAVELIN MTG INVESTMENT CORP COM shares in Q3 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s JAVELIN MTG INVESTMENT CORP COM position peaked at $1K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.