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Integrated Wealth Management (Palm Desert)’s Vishay Precision Group VPG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VPG Stock Details VPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,020
Closed -$16K – 990
2016
Q3 		$16K Hold
1,020
– – 0.01% 665
2016
Q2 		$14K Buy
+1,020
New +$14.3K 0.01% 684

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SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Vishay Precision Group (VPG) in Q4 2016, closing a stake of 1,020 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VPG in Q2 2016 and held it in 2 quarters. The position peaked at $16K in Q3 2016. 98 funds tracked by Wall St. Rank hold VPG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Vishay Precision Group position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,020 Vishay Precision Group shares in Q4 2016, an estimated $16K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vishay Precision Group in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Vishay Precision Group position peaked at $16K in Q3 2016.
  • 98 funds tracked by Wall St. Rank held Vishay Precision Group as of Q4 2016.

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