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Integrated Wealth Management (Palm Desert)’s Sinclair Inc SBGI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-148
Closed -$4K – 853
2016
Q3 		$4K Hold
148
– – ﹤0.01% 961
2016
Q2 		$4K Hold
148
– – ﹤0.01% 969
2016
Q1 		$5K Hold
148
– – ﹤0.01% 855
2015
Q4 		$5K Hold
148
– – ﹤0.01% 941
2015
Q3 		$4K Hold
148
– – ﹤0.01% 990
2015
Q2 		$4K Hold
148
– – ﹤0.01% 1012
2015
Q1 		$4K Buy
+148
New +$4.02K ﹤0.01% 985

Other funds holding SBGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Sinclair Inc (SBGI) in Q4 2016, closing a stake of 148 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SBGI in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q1 2016. 209 funds tracked by Wall St. Rank hold SBGI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Sinclair Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 148 Sinclair Inc shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Sinclair Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Sinclair Inc position peaked at $5K in Q1 2016.
  • 209 funds tracked by Wall St. Rank held Sinclair Inc as of Q4 2016.

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