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

Integrated Wealth Management (Palm Desert)’s Portfolio KT Stock Details KT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,000
Closed -$39K – 1341
2015
Q3 		$39K Hold
3,000
– – 0.02% 429
2015
Q2 		$38K Hold
3,000
– – 0.01% 442
2015
Q1 		$39K Buy
+3,000
New +$40.7K 0.02% 430

Other funds holding KT

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KT Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of KT (KT) in Q4 2015, closing a stake of 3,000 shares — an estimated $39K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KT in Q1 2015 and held it in 3 quarters. The position peaked at $39K in Q3 2015. 103 funds tracked by Wall St. Rank hold KT as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining KT position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,000 KT shares in Q4 2015, an estimated $39K.
  • Integrated Wealth Management (Palm Desert) first reported a position in KT in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s KT position peaked at $39K in Q3 2015.
  • 103 funds tracked by Wall St. Rank held KT as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.