Integrated Wealth Management (Palm Desert)’s VOXX International Corporation Class A VOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,556	Closed	-$8K	–	1043
2016 Q3	$8K	Hold	2,556	–	–	﹤0.01%	818
2016 Q2	$7K	Hold	2,556	–	–	﹤0.01%	859
2016 Q1	$11K	Hold	2,556	–	–	﹤0.01%	692
2015 Q4	$13K	Hold	2,556	–	–	0.01%	707
2015 Q3	$19K	Hold	2,556	–	–	0.01%	601
2015 Q2	$21K	Buy	2,556 +504	+25%	+$4.45K	0.01%	598
2015 Q1	$18K	Buy	+2,052	New	+$17.4K	0.01%	605

Other funds holding VOXX

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 37.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of VOXX International Corporation Class A (VOXX) in Q4 2016, closing a stake of 2,556 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VOXX in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q2 2015. 71 funds tracked by Wall St. Rank hold VOXX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining VOXX International Corporation Class A position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,556 VOXX International Corporation Class A shares in Q4 2016, an estimated $8K.
Integrated Wealth Management (Palm Desert) first reported a position in VOXX International Corporation Class A in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s VOXX International Corporation Class A position peaked at $21K in Q2 2015.
71 funds tracked by Wall St. Rank held VOXX International Corporation Class A as of Q4 2016.

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