IWMPD
WWE

Integrated Wealth Management (Palm Desert)’s World Wrestling Entertainment WWE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio WWE Stock Details WWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15
Closed – – 1084
2016
Q3 		$0 Buy
15
+1
+7% +$20 ﹤0.01% 1337
2016
Q2 		$0 Hold
14
– – ﹤0.01% 1393
2016
Q1 		$0 Hold
14
– – ﹤0.01% 1345
2015
Q4 		$0 Hold
14
– – ﹤0.01% 1404
2015
Q3 		$0 Hold
14
– – ﹤0.01% 1407
2015
Q2 		$0 Hold
14
– – ﹤0.01% 1490
2015
Q1 		$0 Buy
+14
New +$199 ﹤0.01% 1382

Other funds holding WWE

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of World Wrestling Entertainment (WWE) in Q4 2016, closing a stake of 15 shares.

Integrated Wealth Management (Palm Desert) first reported a position in WWE in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 151 funds tracked by Wall St. Rank hold WWE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining World Wrestling Entertainment position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 15 World Wrestling Entertainment shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in World Wrestling Entertainment in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s World Wrestling Entertainment position peaked at $0 in Q3 2016.
  • 151 funds tracked by Wall St. Rank held World Wrestling Entertainment as of Q4 2016.

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