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Rocky Mountain Private Wealth Management’s Innovative Solutions & Support ISSC Stock Holding History

Rocky Mountain Private Wealth Management’s Portfolio ISSC Stock Details ISSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$0 Hold
150
– – ﹤0.01% 22
2016
Q2 		$0 Hold
150
– – ﹤0.01% 23
2016
Q1 		$0 Hold
150
– – ﹤0.01% 23
2015
Q4 		$0 Buy
+150
New +$385 ﹤0.01% 24

Other funds holding ISSC

WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CSM
Central Square Management Naperville, Illinois $56.6M AUM 27.75% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Rocky Mountain Private Wealth Management's ISSC Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Innovative Solutions & Support (ISSC) position steady in Q3 2016 at 150 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #22.

Rocky Mountain Private Wealth Management first reported a position in ISSC in Q4 2015 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold ISSC as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 150 shares of Innovative Solutions & Support worth $0 as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Innovative Solutions & Support share count unchanged in Q3 2016.
  • Innovative Solutions & Support made up ﹤0.01% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #22 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Innovative Solutions & Support in Q4 2015 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.