IWMPD
SEA

Integrated Wealth Management (Palm Desert)’s Invesco Shipping ETF SEA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-600
Closed -$11K – 1526
2015
Q1 		$11K Buy
+600
New +$11.3K ﹤0.01% 754

Other funds holding SEA

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Invesco Shipping ETF (SEA) in Q2 2015, closing a stake of 600 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SEA in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 22 funds tracked by Wall St. Rank hold SEA as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco Shipping ETF position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 600 Invesco Shipping ETF shares in Q2 2015, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco Shipping ETF in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Invesco Shipping ETF position peaked at $11K in Q1 2015.
  • 22 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q2 2015.

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