IWMPD
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Integrated Wealth Management (Palm Desert)’s SLM Corp SLM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-49
Closed – – 1456
2015
Q1 		$0 Buy
+49
New +$460 ﹤0.01% 1350

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Bank of New York Mellon
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Jennison Associates
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MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SLM Corp (SLM) in Q2 2015, closing a stake of 49 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SLM in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 274 funds tracked by Wall St. Rank hold SLM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining SLM Corp position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 49 SLM Corp shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in SLM Corp in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s SLM Corp position peaked at $0 in Q1 2015.
  • 274 funds tracked by Wall St. Rank held SLM Corp as of Q2 2015.

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