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Integrated Wealth Management (Palm Desert)’s POSCO PKX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11
Closed -$1K – 802
2016
Q3 		$1K Hold
11
– – ﹤0.01% 1175
2016
Q2 		$0 Hold
11
– – ﹤0.01% 1353
2016
Q1 		$1K Hold
11
– – ﹤0.01% 1118
2015
Q4 		$0 Hold
11
– – ﹤0.01% 1365
2015
Q3 		$0 Hold
11
– – ﹤0.01% 1365
2015
Q2 		$1K Hold
11
– – ﹤0.01% 1264
2015
Q1 		$0 Buy
+11
New +$669 ﹤0.01% 1343

Other funds holding PKX

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of POSCO (PKX) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PKX in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 159 funds tracked by Wall St. Rank hold PKX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining POSCO position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 11 POSCO shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in POSCO in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s POSCO position peaked at $1K in Q3 2016.
  • 159 funds tracked by Wall St. Rank held POSCO as of Q4 2016.

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