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Integrated Wealth Management (Palm Desert)’s CarMax KMX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-760
Closed -$41K – 663
2016
Q3 		$41K Sell
760
-291
-28% -$16.5K 0.01% 447
2016
Q2 		$52K Buy
1,051
+63
+6% +$3.24K 0.02% 397
2016
Q1 		$50K Buy
988
+227
+30% +$10.7K 0.02% 383
2015
Q4 		$41K Buy
761
+1
+0.1% +$57 0.02% 427
2015
Q3 		$45K Buy
760
+13
+2% +$815 0.02% 403
2015
Q2 		$49K Buy
747
+12
+2% +$855 0.02% 397
2015
Q1 		$50K Buy
+735
New +$47.9K 0.02% 390

Other funds holding KMX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KMX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CarMax (KMX) in Q4 2016, closing a stake of 760 shares — an estimated $41K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KMX in Q1 2015 and held it in 7 quarters. The position peaked at $52K in Q2 2016. 472 funds tracked by Wall St. Rank hold KMX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining CarMax position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 760 CarMax shares in Q4 2016, an estimated $41K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CarMax in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s CarMax position peaked at $52K in Q2 2016.
  • 472 funds tracked by Wall St. Rank held CarMax as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.