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

Integrated Wealth Management (Palm Desert)’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-148
Closed -$2K – 1447
2015
Q1 		$2K Buy
+148
New +$2.57K ﹤0.01% 1108

Other funds holding RELX

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of RELX (RELX) in Q2 2015, closing a stake of 148 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RELX in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 77 funds tracked by Wall St. Rank hold RELX as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining RELX position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 148 RELX shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in RELX in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s RELX position peaked at $2K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held RELX as of Q2 2015.

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