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Integrated Wealth Management (Palm Desert)’s Tyler Technologies TYL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-21
Closed -$2K – 1468
2015
Q1 		$2K Buy
+21
New +$2.4K ﹤0.01% 1120

Other funds holding TYL

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Tyler Technologies (TYL) in Q2 2015, closing a stake of 21 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TYL in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 241 funds tracked by Wall St. Rank hold TYL as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Tyler Technologies position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 21 Tyler Technologies shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Tyler Technologies in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Tyler Technologies position peaked at $2K in Q1 2015.
  • 241 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2015.

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