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Integrated Wealth Management (Palm Desert)’s Visteon VC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1
Closed – – 1317
2016
Q2 		$0 Hold
1
– – ﹤0.01% 1377
2016
Q1 		$0 Hold
1
– – ﹤0.01% 1327
2015
Q4 		$0 Hold
1
– – ﹤0.01% 1389
2015
Q3 		$0 Hold
1
– – ﹤0.01% 1388
2015
Q2 		$0 Hold
1
– – ﹤0.01% 1472
2015
Q1 		$0 Buy
+1
New +$100 ﹤0.01% 1364

Other funds holding VC

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VC Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Visteon (VC) in Q3 2016, closing a stake of 1 share.

Integrated Wealth Management (Palm Desert) first reported a position in VC in Q1 2015 and held it in 6 quarters. The position peaked at $0 in Q2 2016. 228 funds tracked by Wall St. Rank hold VC as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Visteon position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1 Visteon share in Q3 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Visteon in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Visteon position peaked at $0 in Q2 2016.
  • 228 funds tracked by Wall St. Rank held Visteon as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.