IWMPD
SGL

Integrated Wealth Management (Palm Desert)’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,640
Closed -$24K – 1429
2016
Q1 		$24K Hold
2,640
– – 0.01% 526
2015
Q4 		$23K Hold
2,640
– – 0.01% 563
2015
Q3 		$21K Hold
2,640
– – 0.01% 577
2015
Q2 		$22K Hold
2,640
– – 0.01% 581
2015
Q1 		$22K Buy
+2,640
New +$22.3K 0.01% 551

Integrated Wealth Management (Palm Desert)'s SGL Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q2 2016, closing a stake of 2,640 shares — an estimated $24K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SGL in Q1 2015 and held it in 5 quarters. The position peaked at $24K in Q1 2016. 0 funds tracked by Wall St. Rank hold SGL as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,640 STRATEGIC GLOBAL INCOME FUND shares in Q2 2016, an estimated $24K.
  • Integrated Wealth Management (Palm Desert) first reported a position in STRATEGIC GLOBAL INCOME FUND in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s STRATEGIC GLOBAL INCOME FUND position peaked at $24K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.