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

Integrated Wealth Management (Palm Desert)’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-48
Closed -$5K – 1480
2015
Q1 		$5K Buy
+48
New +$5.39K ﹤0.01% 945

Other funds holding WPP

HL
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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WPP Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of WPP (WPP) in Q2 2015, closing a stake of 48 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WPP in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 191 funds tracked by Wall St. Rank hold WPP as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining WPP position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 48 WPP shares in Q2 2015, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in WPP in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s WPP position peaked at $5K in Q1 2015.
  • 191 funds tracked by Wall St. Rank held WPP as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.