Integrated Wealth Management (Palm Desert)’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.44M	Buy	32,320 +450	+1%	+$19.5K	0.48%	60
2016 Q4	$1.22M	Buy	31,870 +3	+0%	+$119	0.46%	68
2016 Q3	$1.35M	Sell	31,867 -924	-3%	-$39.6K	0.48%	56
2016 Q2	$1.29M	Sell	32,791 -1,277	-4%	-$50.8K	0.5%	49
2016 Q1	$1.43M	Sell	34,068 -138	-0.4%	-$5.47K	0.6%	41
2015 Q4	$1.54M	Buy	34,206 +226	+0.7%	+$9.98K	0.66%	36
2015 Q3	$1.37M	Sell	33,980 -6,433	-16%	-$303K	0.6%	40
2015 Q2	$1.98M	Sell	40,413 -21	-0.1%	-$1.01K	0.77%	27
2015 Q1	$1.87M	Buy	+40,434	New	+$1.86M	0.78%	23

Other funds holding ABT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ABT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Abbott (ABT) stake by 1.4% in Q1 2017, buying an estimated $19.5K and bringing the position to 32,320 shares worth $1.44M. The position accounts for 0.48% of the portfolio, ranked #60.

Integrated Wealth Management (Palm Desert) first reported a position in ABT in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.98M in Q2 2015. 1,591 funds tracked by Wall St. Rank hold ABT as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 32,320 shares of Abbott worth $1.44M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 450 Abbott shares in Q1 2017, an estimated $19.5K.
Abbott made up 0.48% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #60 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Abbott in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Abbott position peaked at $1.98M in Q2 2015.
1,591 funds tracked by Wall St. Rank held Abbott as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.