IWM
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IHT Wealth Management’s Gen Digital GEN Stock Holding History

IHT Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-652
Closed -$16K – 787
2018
Q1 		$16K Buy
652
+1
+0.2% +$27 ﹤0.01% 1045
2017
Q4 		$19K Hold
651
– – 0.01% 1001
2017
Q3 		$21K Buy
651
+1
+0.2% +$30 0.01% 763
2017
Q2 		$108 Buy
650
+1
+0.2% +$30 0.05% 323
2017
Q1 		$20K Hold
649
– – 0.01% 659
2016
Q4 		$16K Buy
+649
New +$15.9K 0.01% 698

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Capital World Investors
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BlackRock
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OAG
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return