IWMPD
LINE

Integrated Wealth Management (Palm Desert)’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,300
Closed – – 1427
2016
Q1 		$0 Hold
1,300
– – ﹤0.01% 1390
2015
Q4 		$2K Hold
1,300
– – ﹤0.01% 1139
2015
Q3 		$3K Sell
1,300
-304
-19% -$1.35K ﹤0.01% 1066
2015
Q2 		$14K Buy
1,604
+300
+23% +$3.51K 0.01% 717
2015
Q1 		$14K Buy
+1,304
New +$14.9K 0.01% 690

Other funds holding LINE

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LINE Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) in Q2 2016, closing a stake of 1,300 shares.

Integrated Wealth Management (Palm Desert) first reported a position in LINE in Q1 2015 and held it in 5 quarters. The position peaked at $14K in Q2 2015. 19 funds tracked by Wall St. Rank hold LINE as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,300 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q2 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $14K in Q2 2015.
  • 19 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.