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Integrated Wealth Management (Palm Desert)’s Seneca Foods Class A SENEA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-440
Closed -$12K – 863
2016
Q3 		$12K Hold
440
– – ﹤0.01% 725
2016
Q2 		$16K Buy
+440
New +$14.5K 0.01% 648

Other funds holding SENEA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Seneca Foods Class A (SENEA) in Q4 2016, closing a stake of 440 shares — an estimated $12K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SENEA in Q2 2016 and held it in 2 quarters. The position peaked at $16K in Q2 2016. 121 funds tracked by Wall St. Rank hold SENEA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Seneca Foods Class A position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 440 Seneca Foods Class A shares in Q4 2016, an estimated $12K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Seneca Foods Class A in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Seneca Foods Class A position peaked at $16K in Q2 2016.
  • 121 funds tracked by Wall St. Rank held Seneca Foods Class A as of Q4 2016.

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