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Integrated Wealth Management (Palm Desert)’s Lamar Advertising Co LAMR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LAMR Stock Details LAMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$341K Buy
4,559
+162
+4% +$12.2K 0.11% 169
2016
Q4 		$296K Buy
+4,397
New +$285K 0.11% 175
2015
Q3 		– Sell
-123
Closed -$7K – 1340
2015
Q2 		$7K Buy
+123
New +$7.32K ﹤0.01% 875

Other funds holding LAMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LAMR Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Lamar Advertising Co (LAMR) stake by 3.7% in Q1 2017, buying an estimated $12.2K and bringing the position to 4,559 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #169.

Integrated Wealth Management (Palm Desert) first reported a position in LAMR in Q2 2015 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold LAMR as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 4,559 shares of Lamar Advertising Co worth $341K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) bought 162 Lamar Advertising Co shares in Q1 2017, an estimated $12.2K.
  • Lamar Advertising Co made up 0.11% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #169 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Lamar Advertising Co in Q2 2015 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.