IWMPD
SBAC icon

Integrated Wealth Management (Palm Desert)’s SBA Communications SBAC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-46
Closed -$5K – 1452
2015
Q1 		$5K Buy
+46
New +$5.43K ﹤0.01% 939

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SBA Communications (SBAC) in Q2 2015, closing a stake of 46 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SBAC in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 390 funds tracked by Wall St. Rank hold SBAC as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining SBA Communications position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 46 SBA Communications shares in Q2 2015, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SBA Communications in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s SBA Communications position peaked at $5K in Q1 2015.
  • 390 funds tracked by Wall St. Rank held SBA Communications as of Q2 2015.

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