IWMPD
RSO

Integrated Wealth Management (Palm Desert)’s Resource Capital Corp. RSO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-975
Closed -$12K – 1199
2016
Q3 		$12K Buy
+975
New +$12.7K ﹤0.01% 729

Other funds holding RSO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T
Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Resource Capital Corp. (RSO) in Q4 2016, closing a stake of 975 shares — an estimated $12K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RSO in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 99 funds tracked by Wall St. Rank hold RSO as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Resource Capital Corp. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 975 Resource Capital Corp. shares in Q4 2016, an estimated $12K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Resource Capital Corp. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Resource Capital Corp. position peaked at $12K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q4 2016.

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