IWMPD
MDR

Integrated Wealth Management (Palm Desert)’s McDermott International MDR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-67
Closed -$1K – 1152
2016
Q3 		$1K Hold
67
– – ﹤0.01% 1214
2016
Q2 		$1K Hold
67
– – ﹤0.01% 1241
2016
Q1 		$1K Hold
67
– – ﹤0.01% 1164
2015
Q4 		$1K Hold
67
– – ﹤0.01% 1263
2015
Q3 		$1K Hold
67
– – ﹤0.01% 1268
2015
Q2 		$1K Sell
67
-12
-15% -$187 ﹤0.01% 1306
2015
Q1 		$0 Buy
+79
New +$678 ﹤0.01% 1398

Other funds holding MDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of McDermott International (MDR) in Q4 2016, closing a stake of 67 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDR in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 236 funds tracked by Wall St. Rank hold MDR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining McDermott International position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 67 McDermott International shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in McDermott International in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s McDermott International position peaked at $1K in Q3 2016.
  • 236 funds tracked by Wall St. Rank held McDermott International as of Q4 2016.

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