IWMPD
NSANY

Integrated Wealth Management (Palm Desert)’s NISSAN MOTOR CO LTD SPONS ADR NSANY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NSANY Stock Details NSANY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-278
Closed -$5K – 1400
2016
Q2 		$5K Buy
+278
New +$5K ﹤0.01% 942

Other funds holding NSANY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
BA
BKS Advisors Southfield, Michigan $249M AUM 14.37% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of NISSAN MOTOR CO LTD SPONS ADR (NSANY) in Q3 2016, closing a stake of 278 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NSANY in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 14 funds tracked by Wall St. Rank hold NSANY as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining NISSAN MOTOR CO LTD SPONS ADR position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 278 NISSAN MOTOR CO LTD SPONS ADR shares in Q3 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in NISSAN MOTOR CO LTD SPONS ADR in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s NISSAN MOTOR CO LTD SPONS ADR position peaked at $5K in Q2 2016.
  • 14 funds tracked by Wall St. Rank held NISSAN MOTOR CO LTD SPONS ADR as of Q3 2016.

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