IWMPD
SLH

Integrated Wealth Management (Palm Desert)’s SOLERA HOLDINGS, INC. COM SLH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SLH Stock Details SLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-20
Closed -$1K – 1552
2015
Q1 		$1K Buy
+20
New +$1.05K ﹤0.01% 1265

Other funds holding SLH

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SOLERA HOLDINGS, INC. COM (SLH) in Q2 2015, closing a stake of 20 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SLH in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 209 funds tracked by Wall St. Rank hold SLH as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining SOLERA HOLDINGS, INC. COM position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 SOLERA HOLDINGS, INC. COM shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SOLERA HOLDINGS, INC. COM in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s SOLERA HOLDINGS, INC. COM position peaked at $1K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held SOLERA HOLDINGS, INC. COM as of Q2 2015.

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