IWMPD
LNCO

Integrated Wealth Management (Palm Desert)’s LINNCO LLC COM SHS REPSTG LTD LIABILITY LNCO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LNCO Stock Details LNCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-500
Closed – – 1424
2016
Q2 		$0 Buy
+500
New +$163 ﹤0.01% 1467
2016
Q1 		– Sell
-2,000
Closed -$2K – 1426
2015
Q4 		$2K Hold
2,000
– – ﹤0.01% 1147
2015
Q3 		$5K Hold
2,000
– – ﹤0.01% 963
2015
Q2 		$19K Sell
2,000
-1,000
-33% -$11.2K 0.01% 634
2015
Q1 		$28K Buy
+3,000
New +$32.2K 0.01% 497

Other funds holding LNCO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LNCO Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of LINNCO LLC COM SHS REPSTG LTD LIABILITY (LNCO) in Q3 2016, closing a stake of 500 shares.

Integrated Wealth Management (Palm Desert) first reported a position in LNCO in Q1 2015 and held it in 5 quarters. The position peaked at $28K in Q1 2015. 7 funds tracked by Wall St. Rank hold LNCO as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining LINNCO LLC COM SHS REPSTG LTD LIABILITY position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 500 LINNCO LLC COM SHS REPSTG LTD LIABILITY shares in Q3 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in LINNCO LLC COM SHS REPSTG LTD LIABILITY in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s LINNCO LLC COM SHS REPSTG LTD LIABILITY position peaked at $28K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held LINNCO LLC COM SHS REPSTG LTD LIABILITY as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.