Integrated Wealth Management (Palm Desert)’s Amphenol APH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-336	Closed	-$5K	–	276
2016 Q3	$5K	Hold	336	–	–	﹤0.01%	891
2016 Q2	$5K	Hold	336	–	–	﹤0.01%	902
2016 Q1	$5K	Hold	336	–	–	﹤0.01%	839
2015 Q4	$4K	Hold	336	–	–	﹤0.01%	958
2015 Q3	$4K	Hold	336	–	–	﹤0.01%	968
2015 Q2	$5K	Hold	336	–	–	﹤0.01%	949
2015 Q1	$4K	Buy	+336	New	+$4.7K	﹤0.01%	965

Other funds holding APH

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Amphenol (APH) in Q4 2016, closing a stake of 336 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in APH in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 559 funds tracked by Wall St. Rank hold APH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Amphenol position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 336 Amphenol shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in Amphenol in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Amphenol position peaked at $5K in Q3 2016.
559 funds tracked by Wall St. Rank held Amphenol as of Q4 2016.

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