IWMPD
SAP icon

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

Integrated Wealth Management (Palm Desert)’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-125
Closed -$11K – 852
2016
Q3 		$11K Buy
125
+25
+25% +$2.15K ﹤0.01% 742
2016
Q2 		$8K Hold
100
– – ﹤0.01% 824
2016
Q1 		$8K Hold
100
– – ﹤0.01% 761
2015
Q4 		$8K Hold
100
– – ﹤0.01% 830
2015
Q3 		$6K Hold
100
– – ﹤0.01% 899
2015
Q2 		$7K Sell
100
-70
-41% -$5.19K ﹤0.01% 883
2015
Q1 		$12K Buy
+170
New +$11.6K 0.01% 723

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SAP (SAP) in Q4 2016, closing a stake of 125 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SAP in Q1 2015 and held it in 7 quarters. The position peaked at $12K in Q1 2015. 338 funds tracked by Wall St. Rank hold SAP as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SAP position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 125 SAP shares in Q4 2016, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SAP in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s SAP position peaked at $12K in Q1 2015.
  • 338 funds tracked by Wall St. Rank held SAP as of Q4 2016.

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