Integrated Wealth Management (Palm Desert)’s American International AIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,572	Closed	-$93K	–	257
2016 Q3	$93K	Buy	1,572 +24	+2%	+$1.37K	0.03%	326
2016 Q2	$82K	Buy	1,548 +5	+0.3%	+$276	0.03%	332
2016 Q1	$83K	Sell	1,543 -542	-26%	-$29.3K	0.04%	311
2015 Q4	$129K	Buy	2,085 +503	+32%	+$30.7K	0.06%	249
2015 Q3	$90K	Buy	1,582 +4	+0.3%	+$244	0.04%	286
2015 Q2	$98K	Buy	1,578 +2	+0.1%	+$118	0.04%	280
2015 Q1	$86K	Buy	+1,576	New	+$84.5K	0.04%	290

Other funds holding AIG

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BIT

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of American International (AIG) in Q4 2016, closing a stake of 1,572 shares — an estimated $93K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AIG in Q1 2015 and held it in 7 quarters. The position peaked at $129K in Q4 2015. 944 funds tracked by Wall St. Rank hold AIG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining American International position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,572 American International shares in Q4 2016, an estimated $93K.
Integrated Wealth Management (Palm Desert) first reported a position in American International in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s American International position peaked at $129K in Q4 2015.
944 funds tracked by Wall St. Rank held American International as of Q4 2016.

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