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Integrated Wealth Management (Palm Desert)’s Rithm Capital RITM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,630
Closed -$50K – 830
2016
Q3 		$50K Buy
3,630
+2,400
+195% +$33.5K 0.02% 411
2016
Q2 		$17K Buy
1,230
+300
+32% +$3.85K 0.01% 632
2016
Q1 		$11K Buy
930
+430
+86% +$4.76K ﹤0.01% 688
2015
Q4 		$6K Buy
+500
New +$6.17K ﹤0.01% 895

Other funds holding RITM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Rithm Capital (RITM) in Q4 2016, closing a stake of 3,630 shares — an estimated $50K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RITM in Q4 2015 and held it in 4 quarters. The position peaked at $50K in Q3 2016. 249 funds tracked by Wall St. Rank hold RITM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Rithm Capital position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,630 Rithm Capital shares in Q4 2016, an estimated $50K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Rithm Capital in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Rithm Capital position peaked at $50K in Q3 2016.
  • 249 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2016.

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