IWMPD
SQI

Integrated Wealth Management (Palm Desert)’s SCIQUEST, INC. COMMON STOCK SQI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SQI Stock Details SQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-37
Closed – – 1544
2015
Q1 		$0 Buy
+37
New +$586 ﹤0.01% 1414

Other funds holding SQI

RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Integrated Wealth Management (Palm Desert) sold out of SCIQUEST, INC. COMMON STOCK (SQI) in Q2 2015, closing a stake of 37 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SQI in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 106 funds tracked by Wall St. Rank hold SQI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining SCIQUEST, INC. COMMON STOCK position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 37 SCIQUEST, INC. COMMON STOCK shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in SCIQUEST, INC. COMMON STOCK in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s SCIQUEST, INC. COMMON STOCK position peaked at $0 in Q1 2015.
  • 106 funds tracked by Wall St. Rank held SCIQUEST, INC. COMMON STOCK as of Q2 2015.

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