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Integrated Wealth Management (Palm Desert)’s STMicroelectronics STM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-267
Closed -$2K – 1377
2015
Q2 		$2K Buy
+267
New +$2.29K ﹤0.01% 1156

Other funds holding STM

MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
SCM
SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s STM Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of STMicroelectronics (STM) in Q3 2015, closing a stake of 267 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in STM in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 96 funds tracked by Wall St. Rank hold STM as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining STMicroelectronics position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 267 STMicroelectronics shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in STMicroelectronics in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s STMicroelectronics position peaked at $2K in Q2 2015.
  • 96 funds tracked by Wall St. Rank held STMicroelectronics as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.