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

Integrated Wealth Management (Palm Desert)’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-47
Closed -$5K – 1263
2015
Q4 		$5K Buy
47
+45
+2,250% +$4.64K ﹤0.01% 934
2015
Q3 		$0 Sell
2
-20
-91% -$2.07K ﹤0.01% 1343
2015
Q2 		$2K Sell
22
-6
-21% -$625 ﹤0.01% 1145
2015
Q1 		$3K Buy
+28
New +$2.88K ﹤0.01% 1034

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Labcorp (LH) in Q1 2016, closing a stake of 47 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LH in Q1 2015 and held it in 4 quarters. The position peaked at $5K in Q4 2015. 631 funds tracked by Wall St. Rank hold LH as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Labcorp position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 47 Labcorp shares in Q1 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Labcorp in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Labcorp position peaked at $5K in Q4 2015.
  • 631 funds tracked by Wall St. Rank held Labcorp as of Q1 2016.

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