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Integrated Wealth Management (Palm Desert)’s V2X VVX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-39
Closed -$1K – 997
2016
Q3 		$1K Hold
39
– – ﹤0.01% 1195
2016
Q2 		$1K Hold
39
– – ﹤0.01% 1219
2016
Q1 		$1K Hold
39
– – ﹤0.01% 1141
2015
Q4 		$1K Hold
39
– – ﹤0.01% 1239
2015
Q3 		$1K Hold
39
– – ﹤0.01% 1250
2015
Q2 		$1K Sell
39
-4
-9% -$103 ﹤0.01% 1285
2015
Q1 		$1K Buy
+43
New +$1.24K ﹤0.01% 1225

Other funds holding VVX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of V2X (VVX) in Q4 2016, closing a stake of 39 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VVX in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 166 funds tracked by Wall St. Rank hold VVX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining V2X position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 39 V2X shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in V2X in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s V2X position peaked at $1K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held V2X as of Q4 2016.

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