Integrated Wealth Management (Palm Desert)’s Marlin Business Services Corp MRLN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MRLN Stock Details MRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,147	Closed	-$22K	–	1112
2016 Q3	$22K	Hold	1,147	–	–	0.01%	583
2016 Q2	$19K	Hold	1,147	–	–	0.01%	609
2016 Q1	$16K	Hold	1,147	–	–	0.01%	607
2015 Q4	$18K	Hold	1,147	–	–	0.01%	616
2015 Q3	$18K	Hold	1,147	–	–	0.01%	618
2015 Q2	$19K	Buy	1,147 +189	+20%	+$3.58K	0.01%	631
2015 Q1	$19K	Buy	+958	New	+$17.9K	0.01%	589

Other funds holding MRLN

RMCP

Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Marlin Business Services Corp (MRLN) in Q4 2016, closing a stake of 1,147 shares — an estimated $22K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MRLN in Q1 2015 and held it in 7 quarters. The position peaked at $22K in Q3 2016. 82 funds tracked by Wall St. Rank hold MRLN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Marlin Business Services Corp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,147 Marlin Business Services Corp shares in Q4 2016, an estimated $22K.
Integrated Wealth Management (Palm Desert) first reported a position in Marlin Business Services Corp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Marlin Business Services Corp position peaked at $22K in Q3 2016.
82 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q4 2016.

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