IWMPD
PCMI

Integrated Wealth Management (Palm Desert)’s PCM, Inc PCMI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PCMI Stock Details PCMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,409
Closed -$52K – 1164
2016
Q3 		$52K Hold
2,409
– – 0.02% 404
2016
Q2 		$27K Hold
2,409
– – 0.01% 537
2016
Q1 		$19K Hold
2,409
– – 0.01% 573
2015
Q4 		$24K Hold
2,409
– – 0.01% 551
2015
Q3 		$22K Hold
2,409
– – 0.01% 558
2015
Q2 		$24K Buy
2,409
+773
+47% +$7.64K 0.01% 564
2015
Q1 		$15K Buy
+1,636
New +$15.4K 0.01% 663

Other funds holding PCMI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PCM, Inc (PCMI) in Q4 2016, closing a stake of 2,409 shares — an estimated $52K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PCMI in Q1 2015 and held it in 7 quarters. The position peaked at $52K in Q3 2016. 72 funds tracked by Wall St. Rank hold PCMI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PCM, Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,409 PCM, Inc shares in Q4 2016, an estimated $52K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PCM, Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s PCM, Inc position peaked at $52K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held PCM, Inc as of Q4 2016.

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