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Integrated Wealth Management (Palm Desert)’s West Pharmaceutical WST Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-35
Closed -$2K – 1481
2015
Q1 		$2K Buy
+35
New +$1.86K ﹤0.01% 1123

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

Integrated Wealth Management (Palm Desert) sold out of West Pharmaceutical (WST) in Q2 2015, closing a stake of 35 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WST in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 218 funds tracked by Wall St. Rank hold WST as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining West Pharmaceutical position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 35 West Pharmaceutical shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in West Pharmaceutical in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s West Pharmaceutical position peaked at $2K in Q1 2015.
  • 218 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2015.

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