IWMPD
AXDX

Integrated Wealth Management (Palm Desert)’s Accelerate Diagnostics AXDX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AXDX Stock Details AXDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20
Closed -$5K – 290
2016
Q3 		$5K Buy
+20
New +$4.42K ﹤0.01% 892

Other funds holding AXDX

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $214M AUM 185.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Accelerate Diagnostics (AXDX) in Q4 2016, closing a stake of 20 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AXDX in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 109 funds tracked by Wall St. Rank hold AXDX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Accelerate Diagnostics position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 Accelerate Diagnostics shares in Q4 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Accelerate Diagnostics in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Accelerate Diagnostics position peaked at $5K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held Accelerate Diagnostics as of Q4 2016.

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