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Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$21K – 882
2016
Q3 		$21K Buy
+400
New +$21.1K 0.01% 590

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2016, closing a stake of 400 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SLYV in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 102 funds tracked by Wall St. Rank hold SLYV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 400 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2016, an estimated $21K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $21K in Q3 2016.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2016.

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