IWMPD
STRZA

Integrated Wealth Management (Palm Desert)’s Starz - Series A STRZA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5
Closed – – 1245
2016
Q3 		$0 Hold
5
– – ﹤0.01% 1385
2016
Q2 		$0 Hold
5
– – ﹤0.01% 1445
2016
Q1 		$0 Hold
5
– – ﹤0.01% 1411
2015
Q4 		$0 Hold
5
– – ﹤0.01% 1457
2015
Q3 		$0 Hold
5
– – ﹤0.01% 1465
2015
Q2 		$0 Sell
5
-27
-84% -$1.07K ﹤0.01% 1569
2015
Q1 		$1K Buy
+32
New +$1K ﹤0.01% 1272

Other funds holding STRZA

WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 5 shares.

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

  • Integrated Wealth Management (Palm Desert) reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 5 Starz - Series A shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Starz - Series A in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Starz - Series A position peaked at $1K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

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