IWC
LRCX icon

Integrated Wealth Counsel’s Lam Research LRCX Stock Holding History

Integrated Wealth Counsel’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$21K Hold
2,000
– – 0.05% 109
2016
Q3 		$19K Buy
+2,000
New +$18.2K 0.04% 107

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Integrated Wealth Counsel held its Lam Research (LRCX) position steady in Q4 2016 at 2,000 shares worth $21K. The position accounts for 0.05% of the portfolio, ranked #109.

Integrated Wealth Counsel first reported a position in LRCX in Q3 2016 and has held it in 2 quarters since. 651 funds tracked by Wall St. Rank hold LRCX as of Q4 2016.

  • Integrated Wealth Counsel held 2,000 shares of Lam Research worth $21K as of Q4 2016.
  • Integrated Wealth Counsel left its Lam Research share count unchanged in Q4 2016.
  • Lam Research made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #109 holding.
  • Integrated Wealth Counsel first reported a position in Lam Research in Q3 2016 and has held it in 2 quarters since.
  • 651 funds tracked by Wall St. Rank held Lam Research as of Q4 2016.

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