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Integrated Wealth Management (Palm Desert)’s VirnetX Holding Corp VHC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15
Closed -$1K – 981
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1194
2016
Q2 		$1K Hold
15
– – ﹤0.01% 1217
2016
Q1 		$1K Hold
15
– – ﹤0.01% 1138
2015
Q4 		$1K Hold
15
– – ﹤0.01% 1237
2015
Q3 		$1K Hold
15
– – ﹤0.01% 1249
2015
Q2 		$1K Hold
15
– – ﹤0.01% 1283
2015
Q1 		$1K Buy
+15
New +$1.78K ﹤0.01% 1224

Other funds holding VHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of VirnetX Holding Corp (VHC) in Q4 2016, closing a stake of 15 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VHC in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 83 funds tracked by Wall St. Rank hold VHC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining VirnetX Holding Corp position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 15 VirnetX Holding Corp shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in VirnetX Holding Corp in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s VirnetX Holding Corp position peaked at $1K in Q3 2016.
  • 83 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2016.

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