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Integrated Wealth Management (Palm Desert)’s Texas Roadhouse TXRH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TXRH Stock Details TXRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-56
Closed -$2K – 1467
2015
Q1 		$2K Buy
+56
New +$1.99K ﹤0.01% 1119

Other funds holding TXRH

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Texas Roadhouse (TXRH) in Q2 2015, closing a stake of 56 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TXRH in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 217 funds tracked by Wall St. Rank hold TXRH as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Texas Roadhouse position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 56 Texas Roadhouse shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Texas Roadhouse in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Texas Roadhouse position peaked at $2K in Q1 2015.
  • 217 funds tracked by Wall St. Rank held Texas Roadhouse as of Q2 2015.

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