Integrated Wealth Management (Palm Desert)’s Alexion Pharmaceuticals ALXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,100	Closed	-$135K	–	1122
2016 Q3	$135K	Hold	1,100	–	–	0.05%	281
2016 Q2	$128K	Hold	1,100	–	–	0.05%	283
2016 Q1	$153K	Hold	1,100	–	–	0.06%	232
2015 Q4	$210K	Hold	1,100	–	–	0.09%	178
2015 Q3	$172K	Hold	1,100	–	–	0.08%	203
2015 Q2	$199K	Sell	1,100 -24	-2%	-$4.14K	0.08%	194
2015 Q1	$194K	Buy	+1,124	New	+$203K	0.08%	188

Other funds holding ALXN

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

BIT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Alexion Pharmaceuticals (ALXN) in Q4 2016, closing a stake of 1,100 shares — an estimated $135K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ALXN in Q1 2015 and held it in 7 quarters. The position peaked at $210K in Q4 2015. 549 funds tracked by Wall St. Rank hold ALXN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Alexion Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,100 Alexion Pharmaceuticals shares in Q4 2016, an estimated $135K.
Integrated Wealth Management (Palm Desert) first reported a position in Alexion Pharmaceuticals in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Alexion Pharmaceuticals position peaked at $210K in Q4 2015.
549 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q4 2016.

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