IWMPD
PC

Integrated Wealth Management (Palm Desert)’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PC Stock Details PC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-162
Closed -$1K – 1388
2016
Q2 		$1K Buy
+162
New +$1K ﹤0.01% 1261

Other funds holding PC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Integrated Wealth Management (Palm Desert) sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q3 2016, closing a stake of 162 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PC in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 18 funds tracked by Wall St. Rank hold PC as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 162 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q3 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $1K in Q2 2016.
  • 18 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q3 2016.

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