Integrated Wealth Management (Palm Desert)’s American Airlines Group AAL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AAL Stock Details AAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-621	Closed	-$23K	–	247
2016 Q3	$23K	Sell	621 -130	-17%	-$4.59K	0.01%	565
2016 Q2	$21K	Buy	751 +621	+478%	+$21K	0.01%	579
2016 Q1	$5K	Buy	+130	New	+$5.23K	﹤0.01%	838
2015 Q2	–	Sell	-75	Closed	-$3K	–	1340
2015 Q1	$3K	Buy	+75	New	+$3.81K	﹤0.01%	1004

Other funds holding AAL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AAL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of American Airlines Group (AAL) in Q4 2016, closing a stake of 621 shares — an estimated $23K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AAL in Q1 2015 and held it in 4 quarters. The position peaked at $23K in Q3 2016. 573 funds tracked by Wall St. Rank hold AAL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining American Airlines Group position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 621 American Airlines Group shares in Q4 2016, an estimated $23K.
Integrated Wealth Management (Palm Desert) first reported a position in American Airlines Group in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s American Airlines Group position peaked at $23K in Q3 2016.
573 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.