Integrated Wealth Management (Palm Desert)’s Avon Products, Inc. AVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-370	Closed	-$3K	–	1421
2015 Q3	$3K	Hold	370	–	–	﹤0.01%	1058
2015 Q2	$3K	Sell	370 -1,340	-78%	-$9.95K	﹤0.01%	1091
2015 Q1	$13K	Buy	+1,710	New	+$14.2K	0.01%	706

Other funds holding AVP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

BFA

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

BIT

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

Integrated Wealth Management (Palm Desert)'s AVP Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Avon Products, Inc. (AVP) in Q4 2015, closing a stake of 370 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AVP in Q1 2015 and held it in 3 quarters. The position peaked at $13K in Q1 2015. 282 funds tracked by Wall St. Rank hold AVP as of Q4 2015.

Integrated Wealth Management (Palm Desert) reported no remaining Avon Products, Inc. position as of Q4 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 370 Avon Products, Inc. shares in Q4 2015, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Avon Products, Inc. in Q1 2015 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s Avon Products, Inc. position peaked at $13K in Q1 2015.
282 funds tracked by Wall St. Rank held Avon Products, Inc. as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.