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Integrated Wealth Management (Palm Desert)’s Monro MNRO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-14
Closed – – 1413
2015
Q1 		$0 Buy
+14
New +$857 ﹤0.01% 1324

Other funds holding MNRO

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Monro (MNRO) in Q2 2015, closing a stake of 14 shares.

Integrated Wealth Management (Palm Desert) first reported a position in MNRO in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 182 funds tracked by Wall St. Rank hold MNRO as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Monro position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 14 Monro shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Monro in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Monro position peaked at $0 in Q1 2015.
  • 182 funds tracked by Wall St. Rank held Monro as of Q2 2015.

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