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Integrated Wealth Management (Palm Desert)’s Theravance Biopharma TBPH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TBPH Stock Details TBPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-21
Closed – – 1382
2015
Q3 		$0 Hold
21
– – ﹤0.01% 1378
2015
Q2 		$0 Hold
21
– – ﹤0.01% 1460
2015
Q1 		$0 Buy
+21
New +$385 ﹤0.01% 1357

Other funds holding TBPH

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TBPH Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Theravance Biopharma (TBPH) in Q4 2015, closing a stake of 21 shares.

Integrated Wealth Management (Palm Desert) first reported a position in TBPH in Q1 2015 and held it in 3 quarters. The position peaked at $0 in Q3 2015. 83 funds tracked by Wall St. Rank hold TBPH as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Theravance Biopharma position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 21 Theravance Biopharma shares in Q4 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Theravance Biopharma in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Theravance Biopharma position peaked at $0 in Q3 2015.
  • 83 funds tracked by Wall St. Rank held Theravance Biopharma as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.