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Integrated Wealth Management (Palm Desert)’s Atara Biotherapeutics ATRA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8
Closed -$4K – 284
2016
Q3 		$4K Buy
8
+4
+100% +$2.17K ﹤0.01% 933
2016
Q2 		$2K Hold
4
– – ﹤0.01% 1047
2016
Q1 		$2K Hold
4
– – ﹤0.01% 977
2015
Q4 		$3K Hold
4
– – ﹤0.01% 1006
2015
Q3 		$3K Buy
4
+1
+33% +$1.22K ﹤0.01% 1015
2015
Q2 		$4K Buy
3
+1
+50% +$1.15K ﹤0.01% 992
2015
Q1 		$2K Buy
+2
New +$1.32K ﹤0.01% 1073

Other funds holding ATRA

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BM
Bridger Management New York $128M AUM 9.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Atara Biotherapeutics (ATRA) in Q4 2016, closing a stake of 8 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ATRA in Q1 2015 and held it in 7 quarters. The position peaked at $4K in Q3 2016. 86 funds tracked by Wall St. Rank hold ATRA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Atara Biotherapeutics position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 8 Atara Biotherapeutics shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Atara Biotherapeutics in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Atara Biotherapeutics position peaked at $4K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q4 2016.

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