Integrated Wealth Counsel’s Intel INTC Stock Holding History

Integrated Wealth Counsel’s Portfolio INTC Stock Details INTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$32K	Sell	870 -531	-38%	-$19K	0.07%	92
2016 Q3	$53K	Buy	1,401 +1,110	+381%	+$39.3K	0.11%	69
2016 Q2	$10K	Hold	291	–	–	0.02%	66
2016 Q1	$9K	Buy	+291	New	+$8.93K	0.02%	67
2014 Q2	–	Sell	-400	Closed	-$10K	–	124
2014 Q1	$10K	Sell	400 -562	-58%	-$14K	0.01%	132
2013 Q4	$25K	Buy	962 +400	+71%	+$9.68K	0.02%	125
2013 Q3	$12.9K	Hold	562	–	–	0.01%	153
2013 Q2	$14K	Buy	+562	New	+$13.3K	0.01%	145

Other funds holding INTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Counsel's INTC Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its Intel (INTC) stake by 38% in Q4 2016, selling an estimated $19K and leaving 870 shares worth $32K. The position accounts for 0.07% of the portfolio, ranked #92.

Integrated Wealth Counsel first reported a position in INTC in Q2 2013 and has held it in 8 quarters since. The position peaked at $53K in Q3 2016. 1,911 funds tracked by Wall St. Rank hold INTC as of Q4 2016.

Integrated Wealth Counsel held 870 shares of Intel worth $32K as of Q4 2016.
Integrated Wealth Counsel sold 531 Intel shares in Q4 2016, an estimated $19K.
Intel made up 0.07% of Integrated Wealth Counsel's portfolio in Q4 2016, its #92 holding.
Integrated Wealth Counsel first reported a position in Intel in Q2 2013 and has held it in 8 quarters since.
Integrated Wealth Counsel's Intel position peaked at $53K in Q3 2016.
1,911 funds tracked by Wall St. Rank held Intel as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.