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Integrated Wealth Management (Palm Desert)’s Nomura Holdings NMR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NMR Stock Details NMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-42
Closed – – 1275
2015
Q4 		$0 Hold
42
– – ﹤0.01% 1354
2015
Q3 		$0 Hold
42
– – ﹤0.01% 1355
2015
Q2 		$0 Hold
42
– – ﹤0.01% 1425
2015
Q1 		$0 Buy
+42
New +$240 ﹤0.01% 1332

Other funds holding NMR

BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NMR Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nomura Holdings (NMR) in Q1 2016, closing a stake of 42 shares.

Integrated Wealth Management (Palm Desert) first reported a position in NMR in Q1 2015 and held it in 4 quarters. The position peaked at $0 in Q4 2015. 97 funds tracked by Wall St. Rank hold NMR as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nomura Holdings position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 42 Nomura Holdings shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nomura Holdings in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Nomura Holdings position peaked at $0 in Q4 2015.
  • 97 funds tracked by Wall St. Rank held Nomura Holdings as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.