IWMPD
KMM

Integrated Wealth Management (Palm Desert)’s Deutsche Multi-Market Incm Trust KMM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio KMM Stock Details KMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-7,153
Closed -$57K – 1444
2016
Q1 		$57K Buy
+7,153
New +$54.3K 0.02% 362

Other funds holding KMM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KMM Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Deutsche Multi-Market Incm Trust (KMM) in Q2 2016, closing a stake of 7,153 shares — an estimated $57K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KMM in Q1 2016 and held it in 1 quarter. The position peaked at $57K in Q1 2016. 31 funds tracked by Wall St. Rank hold KMM as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Deutsche Multi-Market Incm Trust position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 7,153 Deutsche Multi-Market Incm Trust shares in Q2 2016, an estimated $57K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Deutsche Multi-Market Incm Trust in Q1 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Deutsche Multi-Market Incm Trust position peaked at $57K in Q1 2016.
  • 31 funds tracked by Wall St. Rank held Deutsche Multi-Market Incm Trust as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.