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Integrated Wealth Management (Palm Desert)’s Nasdaq NDAQ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,197
Closed -$27K – 739
2016
Q3 		$27K Hold
1,197
– – 0.01% 537
2016
Q2 		$26K Hold
1,197
– – 0.01% 539
2016
Q1 		$26K Hold
1,197
– – 0.01% 502
2015
Q4 		$23K Hold
1,197
– – 0.01% 560
2015
Q3 		$21K Hold
1,197
– – 0.01% 568
2015
Q2 		$19K Hold
1,197
– – 0.01% 626
2015
Q1 		$20K Buy
+1,197
New +$19.5K 0.01% 574

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Nasdaq (NDAQ) in Q4 2016, closing a stake of 1,197 shares — an estimated $27K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NDAQ in Q1 2015 and held it in 7 quarters. The position peaked at $27K in Q3 2016. 465 funds tracked by Wall St. Rank hold NDAQ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nasdaq position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,197 Nasdaq shares in Q4 2016, an estimated $27K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nasdaq in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Nasdaq position peaked at $27K in Q3 2016.
  • 465 funds tracked by Wall St. Rank held Nasdaq as of Q4 2016.

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