IWMPD
UFS

Integrated Wealth Management (Palm Desert)’s DOMTAR CORPORATION (New) UFS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6
Closed – – 1260
2016
Q3 		$0 Hold
6
– – ﹤0.01% 1418
2016
Q2 		$0 Hold
6
– – ﹤0.01% 1460
2016
Q1 		$0 Hold
6
– – ﹤0.01% 1416
2015
Q4 		$0 Hold
6
– – ﹤0.01% 1464
2015
Q3 		$0 Sell
6
-107
-95% -$4.23K ﹤0.01% 1470
2015
Q2 		$5K Buy
113
+107
+1,783% +$4.68K ﹤0.01% 986
2015
Q1 		$0 Buy
+6
New +$253 ﹤0.01% 1432

Other funds holding UFS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of DOMTAR CORPORATION (New) (UFS) in Q4 2016, closing a stake of 6 shares.

Integrated Wealth Management (Palm Desert) first reported a position in UFS in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q2 2015. 260 funds tracked by Wall St. Rank hold UFS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining DOMTAR CORPORATION (New) position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 6 DOMTAR CORPORATION (New) shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in DOMTAR CORPORATION (New) in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s DOMTAR CORPORATION (New) position peaked at $5K in Q2 2015.
  • 260 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q4 2016.

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