Integrated Wealth Management (Palm Desert)’s Autodesk ADSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-41	Closed	-$3K	–	252
2016 Q3	$3K	Hold	41	–	–	﹤0.01%	979
2016 Q2	$2K	Hold	41	–	–	﹤0.01%	1044
2016 Q1	$2K	Hold	41	–	–	﹤0.01%	971
2015 Q4	$2K	Hold	41	–	–	﹤0.01%	1058
2015 Q3	$2K	Hold	41	–	–	﹤0.01%	1076
2015 Q2	$2K	Sell	41 -109	-73%	-$6.23K	﹤0.01%	1107
2015 Q1	$8K	Buy	+150	New	+$8.88K	﹤0.01%	805

Other funds holding ADSK

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

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

BRC

Blue Ridge Capital New York $215M AUM

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

BIT

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

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

Integrated Wealth Management (Palm Desert) sold out of Autodesk (ADSK) in Q4 2016, closing a stake of 41 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ADSK in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q1 2015. 501 funds tracked by Wall St. Rank hold ADSK as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Autodesk position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 41 Autodesk shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Autodesk in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Autodesk position peaked at $8K in Q1 2015.
501 funds tracked by Wall St. Rank held Autodesk as of Q4 2016.

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