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Integrated Wealth Management (Palm Desert)’s Ferrari RACE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-120
Closed -$6K – 821
2016
Q3 		$6K Hold
120
– – ﹤0.01% 874
2016
Q2 		$5K Hold
120
– – ﹤0.01% 920
2016
Q1 		$5K Buy
+120
New +$4.84K ﹤0.01% 853

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Ferrari (RACE) in Q4 2016, closing a stake of 120 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RACE in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 185 funds tracked by Wall St. Rank hold RACE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Ferrari position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 120 Ferrari shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Ferrari in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Ferrari position peaked at $6K in Q3 2016.
  • 185 funds tracked by Wall St. Rank held Ferrari as of Q4 2016.

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