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Integrated Wealth Management (Palm Desert)’s Lisata Therapeutics LSTA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LSTA Stock Details LSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-26
Closed -$4K – 1266
2015
Q4 		$4K Hold
26
– – ﹤0.01% 976
2015
Q3 		$6K Hold
26
– – ﹤0.01% 894
2015
Q2 		$7K Buy
26
+6
+30% +$2.23K ﹤0.01% 876
2015
Q1 		$7K Buy
+20
New +$10.8K ﹤0.01% 845

Other funds holding LSTA

GPP
Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $179M AUM 63.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Lisata Therapeutics (LSTA) in Q1 2016, closing a stake of 26 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LSTA in Q1 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2015. 44 funds tracked by Wall St. Rank hold LSTA as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Lisata Therapeutics position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 26 Lisata Therapeutics shares in Q1 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Lisata Therapeutics in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Lisata Therapeutics position peaked at $7K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held Lisata Therapeutics as of Q1 2016.

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