Integrated Wealth Management (Palm Desert)’s Tsakos Energy Navigation Ltd TEN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TEN Stock Details TEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-40	Closed	-$1K	–	1038
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	1199
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	1223
2016 Q1	$1K	Sell	40 -240	-86%	-$7.19K	﹤0.01%	1147
2015 Q4	$11K	Buy	280 +160	+133%	+$6.59K	﹤0.01%	753
2015 Q3	$5K	Hold	120	–	–	﹤0.01%	953
2015 Q2	$6K	Buy	120 +40	+50%	+$1.88K	﹤0.01%	930
2015 Q1	$3K	Buy	+80	New	+$2.99K	﹤0.01%	1050

Other funds holding TEN

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tsakos Energy Navigation Ltd (TEN) in Q4 2016, closing a stake of 40 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TEN in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q4 2015. 85 funds tracked by Wall St. Rank hold TEN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Tsakos Energy Navigation Ltd position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 40 Tsakos Energy Navigation Ltd shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Tsakos Energy Navigation Ltd in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Tsakos Energy Navigation Ltd position peaked at $11K in Q4 2015.
85 funds tracked by Wall St. Rank held Tsakos Energy Navigation Ltd as of Q4 2016.

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