IWMPD
PCM

Integrated Wealth Management (Palm Desert)’s PCM Fund PCM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-330
Closed -$3K – 1292
2015
Q4 		$3K Hold
330
– – ﹤0.01% 1029
2015
Q3 		$3K Hold
330
– – ﹤0.01% 1042
2015
Q2 		$3K Hold
330
– – ﹤0.01% 1070
2015
Q1 		$3K Buy
+330
New +$3.52K ﹤0.01% 1041

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PCM Fund (PCM) in Q1 2016, closing a stake of 330 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PCM in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q4 2015. 21 funds tracked by Wall St. Rank hold PCM as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PCM Fund position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 330 PCM Fund shares in Q1 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PCM Fund in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s PCM Fund position peaked at $3K in Q4 2015.
  • 21 funds tracked by Wall St. Rank held PCM Fund as of Q1 2016.

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