IWMPD
SCM

Integrated Wealth Management (Palm Desert)’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-15
Closed -$1K – 1409
2016
Q2 		$1K Buy
+15
New +$1K ﹤0.01% 1266

Other funds holding SCM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Integrated Wealth Management (Palm Desert)'s SCM Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q3 2016, closing a stake of 15 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SCM in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 9 funds tracked by Wall St. Rank hold SCM as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 15 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q3 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $1K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.