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Integrated Wealth Management (Palm Desert)’s Movado Group MOV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MOV Stock Details MOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-31
Closed -$1K – 725
2016
Q3 		$1K Hold
31
– – ﹤0.01% 1166
2016
Q2 		$1K Hold
31
– – ﹤0.01% 1188
2016
Q1 		$1K Hold
31
– – ﹤0.01% 1112
2015
Q4 		$1K Hold
31
– – ﹤0.01% 1204
2015
Q3 		$1K Hold
31
– – ﹤0.01% 1219
2015
Q2 		$1K Buy
+31
New +$893 ﹤0.01% 1253

Other funds holding MOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Movado Group (MOV) in Q4 2016, closing a stake of 31 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MOV in Q2 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2016. 149 funds tracked by Wall St. Rank hold MOV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Movado Group position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 31 Movado Group shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Movado Group in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Movado Group position peaked at $1K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Movado Group as of Q4 2016.

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