IWMPD
TTC icon

Integrated Wealth Management (Palm Desert)’s Toro Company TTC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-48
Closed -$1K – 1466
2015
Q1 		$1K Buy
+48
New +$1.59K ﹤0.01% 1221

Other funds holding TTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Toro Company (TTC) in Q2 2015, closing a stake of 48 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TTC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 244 funds tracked by Wall St. Rank hold TTC as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Toro Company position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 48 Toro Company shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Toro Company in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Toro Company position peaked at $1K in Q1 2015.
  • 244 funds tracked by Wall St. Rank held Toro Company as of Q2 2015.

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