Integrated Wealth Management (Palm Desert)’s Archer Daniels Midland ADM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-565	Closed	-$24K	–	251
2016 Q3	$24K	Hold	565	–	–	0.01%	556
2016 Q2	$24K	Hold	565	–	–	0.01%	554
2016 Q1	$21K	Hold	565	–	–	0.01%	544
2015 Q4	$21K	Hold	565	–	–	0.01%	571
2015 Q3	$23K	Sell	565 -37	-6%	-$1.69K	0.01%	535
2015 Q2	$29K	Sell	602 -10	-2%	-$504	0.01%	505
2015 Q1	$29K	Buy	+612	New	+$29.1K	0.01%	481

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

BIT

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Archer Daniels Midland (ADM) in Q4 2016, closing a stake of 565 shares — an estimated $24K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ADM in Q1 2015 and held it in 7 quarters. The position peaked at $29K in Q2 2015. 716 funds tracked by Wall St. Rank hold ADM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Archer Daniels Midland position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 565 Archer Daniels Midland shares in Q4 2016, an estimated $24K.
Integrated Wealth Management (Palm Desert) first reported a position in Archer Daniels Midland in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Archer Daniels Midland position peaked at $29K in Q2 2015.
716 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2016.

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