IWMPD
TPIC

Integrated Wealth Management (Palm Desert)’s TPI Composites TPIC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$4K – 929
2016
Q3 		$4K Buy
+200
New +$3.61K ﹤0.01% 964

Other funds holding TPIC

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
GCA Investment Management New York $67.5M AUM 16.05% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPIM
Columbia Partners Investment Management Alexandria, Virginia $257M AUM 8.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of TPI Composites (TPIC) in Q4 2016, closing a stake of 200 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TPIC in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 64 funds tracked by Wall St. Rank hold TPIC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining TPI Composites position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 TPI Composites shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in TPI Composites in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s TPI Composites position peaked at $4K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held TPI Composites as of Q4 2016.

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