IWMPD
NJ

Integrated Wealth Management (Palm Desert)’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-112
Closed -$2K – 1378
2016
Q2 		$2K Hold
112
– – ﹤0.01% 1126
2016
Q1 		$2K Hold
112
– – ﹤0.01% 1057
2015
Q4 		$2K Hold
112
– – ﹤0.01% 1141
2015
Q3 		$2K Hold
112
– – ﹤0.01% 1157
2015
Q2 		$2K Hold
112
– – ﹤0.01% 1186
2015
Q1 		$1K Buy
+112
New +$1.88K ﹤0.01% 1262

Other funds holding NJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NJ Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q3 2016, closing a stake of 112 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NJ in Q1 2015 and held it in 6 quarters. The position peaked at $2K in Q2 2016. 17 funds tracked by Wall St. Rank hold NJ as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 112 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q3 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $2K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.