IWMPD
MINI

Integrated Wealth Management (Palm Desert)’s Mobile Mini Inc MINI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-30
Closed -$1K – 1510
2015
Q1 		$1K Buy
+30
New +$1.2K ﹤0.01% 1239

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Mobile Mini Inc (MINI) in Q2 2015, closing a stake of 30 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MINI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 172 funds tracked by Wall St. Rank hold MINI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Mobile Mini Inc position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 30 Mobile Mini Inc shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Mobile Mini Inc in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Mobile Mini Inc position peaked at $1K in Q1 2015.
  • 172 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q2 2015.

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