Integrated Wealth Management (Palm Desert)’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$977K	Sell	5,526 -87	-2%	-$14.8K	0.33%	82
2016 Q4	$874K	Buy	5,613 +381	+7%	+$55.6K	0.33%	83
2016 Q3	$689K	Buy	5,232 +392	+8%	+$51.6K	0.25%	94
2016 Q2	$629K	Hold	4,840	–	–	0.24%	87
2016 Q1	$614K	Sell	4,840 -22	-0.5%	-$2.73K	0.26%	82
2015 Q4	$703K	Sell	4,862 -42	-0.9%	-$6.05K	0.3%	77
2015 Q3	$642K	Sell	4,904 -5	-0.1%	-$694	0.28%	76
2015 Q2	$681K	Buy	4,909 +313	+7%	+$45.6K	0.26%	80
2015 Q1	$689K	Buy	+4,596	New	+$669K	0.29%	80

Other funds holding BA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BA Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its Boeing (BA) stake by 1.5% in Q1 2017, selling an estimated $14.8K and leaving 5,526 shares worth $977K. The position accounts for 0.33% of the portfolio, ranked #82.

Integrated Wealth Management (Palm Desert) first reported a position in BA in Q1 2015 and has held it in 9 quarters since. 1,515 funds tracked by Wall St. Rank hold BA as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 5,526 shares of Boeing worth $977K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 87 Boeing shares in Q1 2017, an estimated $14.8K.
Boeing made up 0.33% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #82 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Boeing in Q1 2015 and has held it in 9 quarters since.
1,515 funds tracked by Wall St. Rank held Boeing as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.