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Integrated Wealth Management (Palm Desert)’s Protolabs PRLB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PRLB Stock Details PRLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-18
Closed -$1K – 1443
2015
Q1 		$1K Buy
+18
New +$1.22K ﹤0.01% 1205

Other funds holding PRLB

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Protolabs (PRLB) in Q2 2015, closing a stake of 18 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PRLB in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 182 funds tracked by Wall St. Rank hold PRLB as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Protolabs position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 18 Protolabs shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Protolabs in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Protolabs position peaked at $1K in Q1 2015.
  • 182 funds tracked by Wall St. Rank held Protolabs as of Q2 2015.

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