IWMPD
PDS

Integrated Wealth Management (Palm Desert)’s Precision Drilling PDS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1
Closed – – 1436
2015
Q1 		$0 Buy
+1
New +$115 ﹤0.01% 1342

Other funds holding PDS

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
Tetrem Capital Management Winnipeg, Manitoba, Canada $2.29B AUM 16.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PDS Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Precision Drilling (PDS) in Q2 2015, closing a stake of 1 share.

Integrated Wealth Management (Palm Desert) first reported a position in PDS in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 125 funds tracked by Wall St. Rank hold PDS as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Precision Drilling position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1 Precision Drilling share in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Precision Drilling in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Precision Drilling position peaked at $0 in Q1 2015.
  • 125 funds tracked by Wall St. Rank held Precision Drilling as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.