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Integrated Wealth Management (Palm Desert)’s Akamai AKAM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-400
Closed -$21K – 1193
2015
Q4 		$21K Hold
400
– – 0.01% 572
2015
Q3 		$28K Hold
400
– – 0.01% 490
2015
Q2 		$28K Hold
400
– – 0.01% 511
2015
Q1 		$28K Buy
+400
New +$26.4K 0.01% 489

Other funds holding AKAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AKAM Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Akamai (AKAM) in Q1 2016, closing a stake of 400 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AKAM in Q1 2015 and held it in 4 quarters. The position peaked at $28K in Q3 2015. 511 funds tracked by Wall St. Rank hold AKAM as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Akamai position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 400 Akamai shares in Q1 2016, an estimated $21K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Akamai in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Akamai position peaked at $28K in Q3 2015.
  • 511 funds tracked by Wall St. Rank held Akamai as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.