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Integrated Wealth Management (Palm Desert)’s Live Ventures LIVE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LIVE Stock Details LIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-217
Closed -$2K – 1346
2015
Q3 		$2K Hold
217
– – ﹤0.01% 1113
2015
Q2 		$3K Hold
217
– – ﹤0.01% 1064
2015
Q1 		$4K Buy
+217
New +$3.99K ﹤0.01% 978

Other funds holding LIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Live Ventures (LIVE) in Q4 2015, closing a stake of 217 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LIVE in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 21 funds tracked by Wall St. Rank hold LIVE as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Live Ventures position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 217 Live Ventures shares in Q4 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Live Ventures in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Live Ventures position peaked at $4K in Q1 2015.
  • 21 funds tracked by Wall St. Rank held Live Ventures as of Q4 2015.

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