Integrated Wealth Management (Palm Desert)’s Artisan Partners APAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4	Closed	–	–	274
2016 Q3	$0	Hold	4	–	–	﹤0.01%	1238
2016 Q2	$0	Hold	4	–	–	﹤0.01%	1290
2016 Q1	$0	Hold	4	–	–	﹤0.01%	1198
2015 Q4	$0	Hold	4	–	–	﹤0.01%	1297
2015 Q3	$0	Hold	4	–	–	﹤0.01%	1302
2015 Q2	$0	Hold	4	–	–	﹤0.01%	1348
2015 Q1	$0	Buy	+4	New	+$189	﹤0.01%	1289

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Artisan Partners (APAM) in Q4 2016, closing a stake of 4 shares.

Integrated Wealth Management (Palm Desert) first reported a position in APAM in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 174 funds tracked by Wall St. Rank hold APAM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Artisan Partners position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4 Artisan Partners shares in Q4 2016.
Integrated Wealth Management (Palm Desert) first reported a position in Artisan Partners in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Artisan Partners position peaked at $0 in Q3 2016.
174 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2016.

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