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Integrated Wealth Management (Palm Desert)’s Veeva Systems VEEV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$6K – 1390
2015
Q2 		$6K Hold
200
– – ﹤0.01% 927
2015
Q1 		$5K Buy
+200
New +$5.64K ﹤0.01% 944

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VEEV Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Veeva Systems (VEEV) in Q3 2015, closing a stake of 200 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VEEV in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 163 funds tracked by Wall St. Rank hold VEEV as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Veeva Systems position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 Veeva Systems shares in Q3 2015, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Veeva Systems in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Veeva Systems position peaked at $6K in Q2 2015.
  • 163 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.