IWMPD
XLS

Integrated Wealth Management (Palm Desert)’s EXELIS INC COM STK XLS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio XLS Stock Details XLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-794
Closed -$19K – 1564
2015
Q1 		$19K Buy
+794
New +$17K 0.01% 593

Other funds holding XLS

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of EXELIS INC COM STK (XLS) in Q2 2015, closing a stake of 794 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XLS in Q1 2015 and held it in 1 quarter. The position peaked at $19K in Q1 2015. 2 funds tracked by Wall St. Rank hold XLS as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining EXELIS INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 794 EXELIS INC COM STK shares in Q2 2015, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in EXELIS INC COM STK in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s EXELIS INC COM STK position peaked at $19K in Q1 2015.
  • 2 funds tracked by Wall St. Rank held EXELIS INC COM STK as of Q2 2015.

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