IWMPD
RGLS

Integrated Wealth Management (Palm Desert)’s Regulus Therapeutics RGLS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RGLS Stock Details RGLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1
Closed -$1K – 1361
2016
Q1 		$1K Hold
1
– – ﹤0.01% 1121
2015
Q4 		$1K Hold
1
– – ﹤0.01% 1214
2015
Q3 		$1K Buy
+1
New +$1.03K ﹤0.01% 1228

Other funds holding RGLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RGLS Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Regulus Therapeutics (RGLS) in Q2 2016, closing a stake of 1 share — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RGLS in Q3 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2016. 83 funds tracked by Wall St. Rank hold RGLS as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Regulus Therapeutics position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1 Regulus Therapeutics share in Q2 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Regulus Therapeutics in Q3 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Regulus Therapeutics position peaked at $1K in Q1 2016.
  • 83 funds tracked by Wall St. Rank held Regulus Therapeutics as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.