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Integrated Wealth Management (Palm Desert)’s STAG Industrial STAG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-39
Closed – – 1459
2015
Q1 		$0 Buy
+39
New +$981 ﹤0.01% 1356

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of STAG Industrial (STAG) in Q2 2015, closing a stake of 39 shares.

Integrated Wealth Management (Palm Desert) first reported a position in STAG in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 189 funds tracked by Wall St. Rank hold STAG as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining STAG Industrial position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 39 STAG Industrial shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in STAG Industrial in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s STAG Industrial position peaked at $0 in Q1 2015.
  • 189 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2015.

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