IWMPD
OSG

Integrated Wealth Management (Palm Desert)’s Overseas Shipholding Group Inc. OSG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18
Closed – – 1063
2016
Q3 		$0 Hold
18
– – ﹤0.01% 1329
2016
Q2 		$0 Buy
18
+16
+800% +$185 ﹤0.01% 1386
2016
Q1 		$0 Hold
2
– – ﹤0.01% 1338
2015
Q4 		$0 Buy
+2
New +$33 ﹤0.01% 1396

Other funds holding OSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
NGA
New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Overseas Shipholding Group Inc. (OSG) in Q4 2016, closing a stake of 18 shares.

Integrated Wealth Management (Palm Desert) first reported a position in OSG in Q4 2015 and held it in 4 quarters. The position peaked at $0 in Q3 2016. 108 funds tracked by Wall St. Rank hold OSG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Overseas Shipholding Group Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 18 Overseas Shipholding Group Inc. shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Overseas Shipholding Group Inc. in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Overseas Shipholding Group Inc. position peaked at $0 in Q3 2016.
  • 108 funds tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q4 2016.

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