IWMPD
LGF

Integrated Wealth Management (Palm Desert)’s Lions Gate Entertainment LGF Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LGF Stock Details LGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-250
Closed -$8K – 1385
2015
Q4 		$8K Hold
250
– – ﹤0.01% 844
2015
Q3 		$9K Hold
250
– – ﹤0.01% 797
2015
Q2 		$9K Hold
250
– – ﹤0.01% 829
2015
Q1 		$8K Buy
+250
New +$7.85K ﹤0.01% 828

Other funds holding LGF

MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LGF Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Lions Gate Entertainment (LGF) in Q1 2016, closing a stake of 250 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LGF in Q1 2015 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 213 funds tracked by Wall St. Rank hold LGF as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Lions Gate Entertainment position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 250 Lions Gate Entertainment shares in Q1 2016, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Lions Gate Entertainment in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Lions Gate Entertainment position peaked at $9K in Q3 2015.
  • 213 funds tracked by Wall St. Rank held Lions Gate Entertainment as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.