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Integrated Wealth Management (Palm Desert)’s Masco MAS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-40
Closed -$1K – 1347
2015
Q2 		$1K Buy
+40
New +$947 ﹤0.01% 1252

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MAS Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Masco (MAS) in Q3 2015, closing a stake of 40 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MAS in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 485 funds tracked by Wall St. Rank hold MAS as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Masco position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 40 Masco shares in Q3 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Masco in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Masco position peaked at $1K in Q2 2015.
  • 485 funds tracked by Wall St. Rank held Masco as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.