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Integrated Wealth Management (Palm Desert)’s Power Integrations POWI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-52
Closed -$1K – 1440
2015
Q1 		$1K Buy
+52
New +$1.4K ﹤0.01% 1203

Other funds holding POWI

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACM
Apex Capital Management Dayton, Ohio $4.54B AUM 1.74% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Power Integrations (POWI) in Q2 2015, closing a stake of 52 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in POWI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 191 funds tracked by Wall St. Rank hold POWI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Power Integrations position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 52 Power Integrations shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Power Integrations in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Power Integrations position peaked at $1K in Q1 2015.
  • 191 funds tracked by Wall St. Rank held Power Integrations as of Q2 2015.

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