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Integrated Wealth Management (Palm Desert)’s Rogers Communications RCI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-192
Closed -$7K – 1302
2015
Q4 		$7K Buy
+192
New +$7.21K ﹤0.01% 870

Other funds holding RCI

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Rogers Communications (RCI) in Q1 2016, closing a stake of 192 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RCI in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 248 funds tracked by Wall St. Rank hold RCI as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Rogers Communications position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 192 Rogers Communications shares in Q1 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Rogers Communications in Q4 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Rogers Communications position peaked at $7K in Q4 2015.
  • 248 funds tracked by Wall St. Rank held Rogers Communications as of Q1 2016.

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