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Integrated Wealth Management (Palm Desert)’s Microvision MVIS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17
Closed – – 735
2016
Q3 		$0 Hold
17
– – ﹤0.01% 1291
2016
Q2 		$0 Hold
17
– – ﹤0.01% 1340
2016
Q1 		$0 Hold
17
– – ﹤0.01% 1274
2015
Q4 		$1K Hold
17
– – ﹤0.01% 1206
2015
Q3 		$1K Sell
17
-6
-26% -$275 ﹤0.01% 1220
2015
Q2 		$1K Buy
23
+6
+35% +$287 ﹤0.01% 1256
2015
Q1 		$0 Buy
+17
New +$612 ﹤0.01% 1329

Other funds holding MVIS

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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 16.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
CD
Carl Domino West Palm Beach, Florida $82M AUM 19.36% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Microvision (MVIS) in Q4 2016, closing a stake of 17 shares.

Integrated Wealth Management (Palm Desert) first reported a position in MVIS in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q4 2015. 48 funds tracked by Wall St. Rank hold MVIS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Microvision position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 17 Microvision shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Microvision in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Microvision position peaked at $1K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Microvision as of Q4 2016.

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