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Integrated Wealth Management (Palm Desert)’s Vishay Intertechnology VSH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VSH Stock Details VSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-44
Closed -$1K – 1320
2016
Q2 		$1K Hold
44
– – ﹤0.01% 1218
2016
Q1 		$1K Hold
44
– – ﹤0.01% 1140
2015
Q4 		$1K Hold
44
– – ﹤0.01% 1238
2015
Q3 		$0 Hold
44
– – ﹤0.01% 1392
2015
Q2 		$1K Hold
44
– – ﹤0.01% 1284
2015
Q1 		$0 Buy
+44
New +$607 ﹤0.01% 1368

Other funds holding VSH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Vishay Intertechnology (VSH) in Q3 2016, closing a stake of 44 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VSH in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2016. 253 funds tracked by Wall St. Rank hold VSH as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Vishay Intertechnology position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 44 Vishay Intertechnology shares in Q3 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vishay Intertechnology in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Vishay Intertechnology position peaked at $1K in Q2 2016.
  • 253 funds tracked by Wall St. Rank held Vishay Intertechnology as of Q3 2016.

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