IWMPD
SF

Integrated Wealth Management (Palm Desert)’s Stifel SF Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-88
Closed -$2K – 1453
2015
Q1 		$2K Buy
+88
New +$2.03K ﹤0.01% 1112

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Stifel (SF) in Q2 2015, closing a stake of 88 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SF in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 231 funds tracked by Wall St. Rank hold SF as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Stifel position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 88 Stifel shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Stifel in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Stifel position peaked at $2K in Q1 2015.
  • 231 funds tracked by Wall St. Rank held Stifel as of Q2 2015.

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