IWMPD
PTNR

Integrated Wealth Management (Palm Desert)’s Partner Communications PTNR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PTNR Stock Details PTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-100
Closed – – 1348
2015
Q4 		$0 Hold
100
– – ﹤0.01% 1408
2015
Q3 		$0 Sell
100
-25
-20% -$101 ﹤0.01% 1413
2015
Q2 		$0 Buy
125
+25
+25% +$62 ﹤0.01% 1494
2015
Q1 		$0 Buy
+100
New +$353 ﹤0.01% 1385

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MIFH
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PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PTNR Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Partner Communications (PTNR) in Q1 2016, closing a stake of 100 shares.

Integrated Wealth Management (Palm Desert) first reported a position in PTNR in Q1 2015 and held it in 4 quarters. The position peaked at $0 in Q4 2015. 23 funds tracked by Wall St. Rank hold PTNR as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Partner Communications position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Partner Communications shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Partner Communications in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Partner Communications position peaked at $0 in Q4 2015.
  • 23 funds tracked by Wall St. Rank held Partner Communications as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.