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Integrated Wealth Management (Palm Desert)’s MIND Technology MIND Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MIND Stock Details MIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-505
Closed -$15K – 1339
2016
Q1 		$15K Hold
505
– – 0.01% 615
2015
Q4 		$15K Hold
505
– – 0.01% 652
2015
Q3 		$19K Hold
505
– – 0.01% 596
2015
Q2 		$21K Buy
505
+368
+269% +$17.4K 0.01% 591
2015
Q1 		$6K Buy
+137
New +$8.1K ﹤0.01% 894

Other funds holding MIND

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MIND Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of MIND Technology (MIND) in Q2 2016, closing a stake of 505 shares — an estimated $15K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MIND in Q1 2015 and held it in 5 quarters. The position peaked at $21K in Q2 2015. 42 funds tracked by Wall St. Rank hold MIND as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining MIND Technology position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 505 MIND Technology shares in Q2 2016, an estimated $15K.
  • Integrated Wealth Management (Palm Desert) first reported a position in MIND Technology in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s MIND Technology position peaked at $21K in Q2 2015.
  • 42 funds tracked by Wall St. Rank held MIND Technology as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.