IWMPD
PNY

Integrated Wealth Management (Palm Desert)’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PNY Stock Details PNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,080
Closed -$125K – 1286
2016
Q3 		$125K Hold
2,080
– – 0.04% 289
2016
Q2 		$125K Hold
2,080
– – 0.05% 287
2016
Q1 		$124K Hold
2,080
– – 0.05% 254
2015
Q4 		$119K Hold
2,080
– – 0.05% 263
2015
Q3 		$83K Hold
2,080
– – 0.04% 300
2015
Q2 		$73K Hold
2,080
– – 0.03% 321
2015
Q1 		$76K Buy
+2,080
New +$79.4K 0.03% 312

Other funds holding PNY

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of PIEDMONT NATURAL GAS CO INC(NC (PNY) in Q4 2016, closing a stake of 2,080 shares — an estimated $125K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PNY in Q1 2015 and held it in 7 quarters. The position peaked at $125K in Q3 2016. 1 fund tracked by Wall St. Rank holds PNY as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PIEDMONT NATURAL GAS CO INC(NC position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,080 PIEDMONT NATURAL GAS CO INC(NC shares in Q4 2016, an estimated $125K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PIEDMONT NATURAL GAS CO INC(NC in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s PIEDMONT NATURAL GAS CO INC(NC position peaked at $125K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held PIEDMONT NATURAL GAS CO INC(NC as of Q4 2016.

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