IWMPD
TSE

Integrated Wealth Management (Palm Desert)’s Trinseo TSE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-700
Closed -$40K – 943
2016
Q3 		$40K Hold
700
– – 0.01% 456
2016
Q2 		$30K Hold
700
– – 0.01% 512
2016
Q1 		$26K Hold
700
– – 0.01% 503
2015
Q4 		$20K Hold
700
– – 0.01% 586
2015
Q3 		$18K Buy
+700
New +$18.7K 0.01% 615

Other funds holding TSE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 TSE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Trinseo (TSE) in Q4 2016, closing a stake of 700 shares — an estimated $40K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TSE in Q3 2015 and held it in 5 quarters. The position peaked at $40K in Q3 2016. 227 funds tracked by Wall St. Rank hold TSE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Trinseo position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 700 Trinseo shares in Q4 2016, an estimated $40K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Trinseo in Q3 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Trinseo position peaked at $40K in Q3 2016.
  • 227 funds tracked by Wall St. Rank held Trinseo as of Q4 2016.

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