IWMPD
UCTT

Integrated Wealth Management (Palm Desert)’s Ultra Clean Holdings UCTT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,600
Closed -$19K – 961
2016
Q3 		$19K Hold
2,600
– – 0.01% 617
2016
Q2 		$15K Buy
+2,600
New +$14.3K 0.01% 660

Other funds holding UCTT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UCTT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Ultra Clean Holdings (UCTT) in Q4 2016, closing a stake of 2,600 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UCTT in Q2 2016 and held it in 2 quarters. The position peaked at $19K in Q3 2016. 114 funds tracked by Wall St. Rank hold UCTT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Ultra Clean Holdings position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,600 Ultra Clean Holdings shares in Q4 2016, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Ultra Clean Holdings in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Ultra Clean Holdings position peaked at $19K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2016.

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