IWMPD
P

Integrated Wealth Management (Palm Desert)’s Pandora Media Inc P Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$1K – 1178
2016
Q3 		$1K Sell
100
-100
-50% -$1.35K ﹤0.01% 1223
2016
Q2 		$2K Hold
200
– – ﹤0.01% 1118
2016
Q1 		$2K Hold
200
– – ﹤0.01% 1045
2015
Q4 		$3K Hold
200
– – ﹤0.01% 1049
2015
Q3 		$4K Hold
200
– – ﹤0.01% 1002
2015
Q2 		$3K Hold
200
– – ﹤0.01% 1093
2015
Q1 		$3K Buy
+200
New +$3.2K ﹤0.01% 1058

Other funds holding P

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Pandora Media Inc (P) in Q4 2016, closing a stake of 100 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in P in Q1 2015 and held it in 7 quarters. The position peaked at $4K in Q3 2015. 256 funds tracked by Wall St. Rank hold P as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Pandora Media Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Pandora Media Inc shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Pandora Media Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Pandora Media Inc position peaked at $4K in Q3 2015.
  • 256 funds tracked by Wall St. Rank held Pandora Media Inc as of Q4 2016.

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