IWMPD
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Integrated Wealth Management (Palm Desert)’s Macerich MAC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-55
Closed -$4K – 1407
2015
Q1 		$4K Buy
+55
New +$4.81K ﹤0.01% 979

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MAC Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Macerich (MAC) in Q2 2015, closing a stake of 55 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MAC in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 339 funds tracked by Wall St. Rank hold MAC as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Macerich position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 55 Macerich shares in Q2 2015, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Macerich in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Macerich position peaked at $4K in Q1 2015.
  • 339 funds tracked by Wall St. Rank held Macerich as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.