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Integrated Wealth Management (Palm Desert)’s Royal Caribbean RCL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-32
Closed -$3K – 1367
2015
Q2 		$3K Buy
+32
New +$2.44K ﹤0.01% 1075

Other funds holding RCL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RCL Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Royal Caribbean (RCL) in Q3 2015, closing a stake of 32 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RCL in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 443 funds tracked by Wall St. Rank hold RCL as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Royal Caribbean position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 32 Royal Caribbean shares in Q3 2015, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Royal Caribbean in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Royal Caribbean position peaked at $3K in Q2 2015.
  • 443 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.