IWMPD
TECD

Integrated Wealth Management (Palm Desert)’s Tech Data Corp TECD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-17
Closed – – 1513
2015
Q1 		$0 Buy
+17
New +$994 ﹤0.01% 1397

Other funds holding TECD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tech Data Corp (TECD) in Q2 2015, closing a stake of 17 shares.

Integrated Wealth Management (Palm Desert) first reported a position in TECD in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 228 funds tracked by Wall St. Rank hold TECD as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Tech Data Corp position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 17 Tech Data Corp shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Tech Data Corp in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Tech Data Corp position peaked at $0 in Q1 2015.
  • 228 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2015.

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