IWMPD
TDAY

Integrated Wealth Management (Palm Desert)’s USA Today Co TDAY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TDAY Stock Details TDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-202
Closed -$3K – 533
2016
Q3 		$3K Buy
+202
New +$3.48K ﹤0.01% 991

Other funds holding TDAY

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of USA Today Co (TDAY) in Q4 2016, closing a stake of 202 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TDAY in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 174 funds tracked by Wall St. Rank hold TDAY as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining USA Today Co position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 202 USA Today Co shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in USA Today Co in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s USA Today Co position peaked at $3K in Q3 2016.
  • 174 funds tracked by Wall St. Rank held USA Today Co as of Q4 2016.

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