IWMPD
WIN

Integrated Wealth Management (Palm Desert)’s Windstream Holdings Inc WIN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio WIN Stock Details WIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15
Closed -$1K – 1200
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1227
2016
Q2 		$1K Sell
15
-14
-48% -$597 ﹤0.01% 1253
2016
Q1 		$1K Sell
29
-86
-75% -$2.79K ﹤0.01% 1175
2015
Q4 		$4K Buy
+115
New +$3.69K ﹤0.01% 993

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Windstream Holdings Inc (WIN) in Q4 2016, closing a stake of 15 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WIN in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 228 funds tracked by Wall St. Rank hold WIN as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Windstream Holdings Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 15 Windstream Holdings Inc shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Windstream Holdings Inc in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Windstream Holdings Inc position peaked at $4K in Q4 2015.
  • 228 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q4 2016.

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