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

Integrated Wealth Management (Palm Desert)’s Portfolio SCOR Stock Details SCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-19
Closed -$11K – 860
2016
Q3 		$11K Hold
19
– – ﹤0.01% 743
2016
Q2 		$9K Buy
+19
New +$11.4K ﹤0.01% 790

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Comscore (SCOR) in Q4 2016, closing a stake of 19 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SCOR in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q3 2016. 176 funds tracked by Wall St. Rank hold SCOR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Comscore position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 19 Comscore shares in Q4 2016, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Comscore in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Comscore position peaked at $11K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held Comscore as of Q4 2016.

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