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Integrated Wealth Counsel’s Seagate STX Stock Holding History

Integrated Wealth Counsel’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$2K Hold
61
– – ﹤0.01% 208
2016
Q3 		$2K Buy
+61
New +$1.98K ﹤0.01% 205

Other funds holding STX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Integrated Wealth Counsel held its Seagate (STX) position steady in Q4 2016 at 61 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Integrated Wealth Counsel first reported a position in STX in Q3 2016 and has held it in 2 quarters since. 523 funds tracked by Wall St. Rank hold STX as of Q4 2016.

  • Integrated Wealth Counsel held 61 shares of Seagate worth $2K as of Q4 2016.
  • Integrated Wealth Counsel left its Seagate share count unchanged in Q4 2016.
  • Seagate made up ﹤0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #208 holding.
  • Integrated Wealth Counsel first reported a position in Seagate in Q3 2016 and has held it in 2 quarters since.
  • 523 funds tracked by Wall St. Rank held Seagate as of Q4 2016.

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