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Integrated Wealth Management (Palm Desert)’s SM Energy SM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20
Closed -$1K – 883
2016
Q3 		$1K Hold
20
– – ﹤0.01% 1180
2016
Q2 		$1K Hold
20
– – ﹤0.01% 1204
2016
Q1 		$0 Hold
20
– – ﹤0.01% 1314
2015
Q4 		$0 Hold
20
– – ﹤0.01% 1373
2015
Q3 		$1K Hold
20
– – ﹤0.01% 1233
2015
Q2 		$1K Buy
20
+14
+233% +$739 ﹤0.01% 1269
2015
Q1 		$0 Buy
+6
New +$260 ﹤0.01% 1351

Other funds holding SM

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of SM Energy (SM) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SM in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 304 funds tracked by Wall St. Rank hold SM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SM Energy position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 SM Energy shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SM Energy in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s SM Energy position peaked at $1K in Q3 2016.
  • 304 funds tracked by Wall St. Rank held SM Energy as of Q4 2016.

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