IWMPD
TUMI

Integrated Wealth Management (Palm Desert)’s TUMI HLDGS INC COM TUMI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TUMI Stock Details TUMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-47
Closed -$1K – 1543
2015
Q1 		$1K Buy
+47
New +$1.07K ﹤0.01% 1259

Other funds holding TUMI

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of TUMI HLDGS INC COM (TUMI) in Q2 2015, closing a stake of 47 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TUMI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 140 funds tracked by Wall St. Rank hold TUMI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining TUMI HLDGS INC COM position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 47 TUMI HLDGS INC COM shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in TUMI HLDGS INC COM in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s TUMI HLDGS INC COM position peaked at $1K in Q1 2015.
  • 140 funds tracked by Wall St. Rank held TUMI HLDGS INC COM as of Q2 2015.

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