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Integrated Wealth Management (Palm Desert)’s PJT Partners PJT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6
Closed – – 799
2016
Q3 		$0 Buy
+6
New +$150 ﹤0.01% 1302
2016
Q1 		– Sell
-25
Closed -$1K – 1296
2015
Q4 		$1K Buy
+25
New +$572 ﹤0.01% 1213

Other funds holding PJT

SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
UM
Ulysses Management New York $506M AUM 8.58% 1-Year Est. Return
TCGI
Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PJT Partners (PJT) in Q4 2016, closing a stake of 6 shares.

Integrated Wealth Management (Palm Desert) first reported a position in PJT in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 189 funds tracked by Wall St. Rank hold PJT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PJT Partners position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 6 PJT Partners shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in PJT Partners in Q4 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s PJT Partners position peaked at $1K in Q4 2015.
  • 189 funds tracked by Wall St. Rank held PJT Partners as of Q4 2016.

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