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Integrated Wealth Management (Palm Desert)’s Teradyne TER Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-39
Closed – – 1462
2015
Q1 		$0 Buy
+39
New +$747 ﹤0.01% 1358

Other funds holding TER

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 TER Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Teradyne (TER) in Q2 2015, closing a stake of 39 shares.

Integrated Wealth Management (Palm Desert) first reported a position in TER in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 280 funds tracked by Wall St. Rank hold TER as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Teradyne position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 39 Teradyne shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Teradyne in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Teradyne position peaked at $0 in Q1 2015.
  • 280 funds tracked by Wall St. Rank held Teradyne as of Q2 2015.

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