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Integrated Wealth Management (Palm Desert)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$791K Sell
15,627
-888
-5% -$44.8K 0.27% 98
2016
Q4 		$830K Buy
+16,515
New +$839K 0.31% 87

Other funds holding VTEB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VTEB Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.4% in Q1 2017, selling an estimated $44.8K and leaving 15,627 shares worth $791K. The position accounts for 0.27% of the portfolio, ranked #98.

Integrated Wealth Management (Palm Desert) first reported a position in VTEB in Q4 2016 and has held it in 2 quarters since. The position peaked at $830K in Q4 2016. 98 funds tracked by Wall St. Rank hold VTEB as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 15,627 shares of Vanguard Tax-Exempt Bond Index Fund worth $791K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) sold 888 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2017, an estimated $44.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #98 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 2 quarters since.
  • Integrated Wealth Management (Palm Desert)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $830K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.