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Integrated Wealth Management (Palm Desert)’s El Pollo Loco LOCO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-674
Closed -$9K – 692
2016
Q3 		$9K Hold
674
– – ﹤0.01% 788
2016
Q2 		$9K Hold
674
– – ﹤0.01% 789
2016
Q1 		$9K Hold
674
– – ﹤0.01% 727
2015
Q4 		$9K Sell
674
-120
-15% -$1.43K ﹤0.01% 795
2015
Q3 		$8K Sell
794
-29
-4% -$453 ﹤0.01% 815
2015
Q2 		$17K Hold
823
– – 0.01% 652
2015
Q1 		$21K Buy
+823
New +$20.5K 0.01% 557

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LOCO Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of El Pollo Loco (LOCO) in Q4 2016, closing a stake of 674 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LOCO in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q1 2015. 107 funds tracked by Wall St. Rank hold LOCO as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining El Pollo Loco position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 674 El Pollo Loco shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in El Pollo Loco in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s El Pollo Loco position peaked at $21K in Q1 2015.
  • 107 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.