Integrated Wealth Management (Palm Desert)’s UIL HOLDINGS UIL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UIL Stock Details UIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-50	Closed	-$3K	–	1451
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	1068
2015 Q2	$2K	Hold	50	–	–	﹤0.01%	1189
2015 Q1	$2K	Buy	+50	New	+$2.33K	﹤0.01%	1143

Other funds holding UIL

CCS

Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UIL Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of UIL HOLDINGS (UIL) in Q4 2015, closing a stake of 50 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UIL in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 1 fund tracked by Wall St. Rank holds UIL as of Q4 2015.

Integrated Wealth Management (Palm Desert) reported no remaining UIL HOLDINGS position as of Q4 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 50 UIL HOLDINGS shares in Q4 2015, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in UIL HOLDINGS in Q1 2015 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s UIL HOLDINGS position peaked at $3K in Q3 2015.
1 fund tracked by Wall St. Rank held UIL HOLDINGS as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.