IWMPD
SD

Integrated Wealth Management (Palm Desert)’s SANDRIDGE ENERGY, INC. SD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-23
Closed – – 1406
2015
Q4 		$0 Sell
23
-800
-97% -$266 ﹤0.01% 1448
2015
Q3 		$0 Hold
823
– – ﹤0.01% 1446
2015
Q2 		$1K Hold
823
– – ﹤0.01% 1324
2015
Q1 		$1K Buy
+823
New +$1.38K ﹤0.01% 1266

Other funds holding SD

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SD Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SANDRIDGE ENERGY, INC. (SD) in Q1 2016, closing a stake of 23 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SD in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 34 funds tracked by Wall St. Rank hold SD as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SANDRIDGE ENERGY, INC. position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 23 SANDRIDGE ENERGY, INC. shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in SANDRIDGE ENERGY, INC. in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s SANDRIDGE ENERGY, INC. position peaked at $1K in Q2 2015.
  • 34 funds tracked by Wall St. Rank held SANDRIDGE ENERGY, INC. as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.