Integrated Wealth Management (Palm Desert)’s Avanos Medical AVNS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-215	Closed	-$7K	–	287
2016 Q3	$7K	Sell	215 -12	-5%	-$420	﹤0.01%	823
2016 Q2	$7K	Sell	227 -31	-12%	-$950	﹤0.01%	836
2016 Q1	$7K	Hold	258	–	–	﹤0.01%	777
2015 Q4	$9K	Hold	258	–	–	﹤0.01%	787
2015 Q3	$7K	Buy	258 +23	+10%	+$802	﹤0.01%	845
2015 Q2	$10K	Buy	235 +28	+14%	+$1.26K	﹤0.01%	782
2015 Q1	$10K	Buy	+207	New	+$9.59K	﹤0.01%	757

Other funds holding AVNS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Avanos Medical (AVNS) in Q4 2016, closing a stake of 215 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AVNS in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q2 2015. 360 funds tracked by Wall St. Rank hold AVNS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Avanos Medical position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 215 Avanos Medical shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Avanos Medical in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Avanos Medical position peaked at $10K in Q2 2015.
360 funds tracked by Wall St. Rank held Avanos Medical as of Q4 2016.

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