IWMPD
SIRO

Integrated Wealth Management (Palm Desert)’s SIRONA DENTAL SYSTEMS INC COM STK SIRO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SIRO Stock Details SIRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-44
Closed -$5K – 1397
2015
Q4 		$5K Hold
44
– – ﹤0.01% 952
2015
Q3 		$4K Buy
+44
New +$4.36K ﹤0.01% 1006

Other funds holding SIRO

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SIRO Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SIRONA DENTAL SYSTEMS INC COM STK (SIRO) in Q1 2016, closing a stake of 44 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SIRO in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 1 fund tracked by Wall St. Rank holds SIRO as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SIRONA DENTAL SYSTEMS INC COM STK position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 44 SIRONA DENTAL SYSTEMS INC COM STK shares in Q1 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SIRONA DENTAL SYSTEMS INC COM STK in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s SIRONA DENTAL SYSTEMS INC COM STK position peaked at $5K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held SIRONA DENTAL SYSTEMS INC COM STK as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.