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Integrated Wealth Management (Palm Desert)’s SiriusXM SIRI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-456
Closed -$19K – 873
2016
Q3 		$19K Hold
456
– – 0.01% 615
2016
Q2 		$18K Buy
456
+160
+54% +$6.29K 0.01% 617
2016
Q1 		$12K Sell
296
-50
-14% -$1.87K 0.01% 671
2015
Q4 		$14K Buy
+346
New +$14K 0.01% 678

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SiriusXM (SIRI) in Q4 2016, closing a stake of 456 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SIRI in Q4 2015 and held it in 4 quarters. The position peaked at $19K in Q3 2016. 469 funds tracked by Wall St. Rank hold SIRI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SiriusXM position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 456 SiriusXM shares in Q4 2016, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SiriusXM in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s SiriusXM position peaked at $19K in Q3 2016.
  • 469 funds tracked by Wall St. Rank held SiriusXM as of Q4 2016.

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