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Integrated Wealth Management (Palm Desert)’s Mohawk Industries MHK Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-23
Closed -$4K – 1409
2015
Q1 		$4K Buy
+23
New +$3.98K ﹤0.01% 980

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Mohawk Industries (MHK) in Q2 2015, closing a stake of 23 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MHK in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 436 funds tracked by Wall St. Rank hold MHK as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Mohawk Industries position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 23 Mohawk Industries shares in Q2 2015, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Mohawk Industries in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Mohawk Industries position peaked at $4K in Q1 2015.
  • 436 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2015.

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