Integrated Wealth Management (Palm Desert)’s Baidu BIDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-584	Closed	-$106K	–	312
2016 Q3	$106K	Sell	584 -284	-33%	-$49.1K	0.04%	314
2016 Q2	$143K	Sell	868 -59	-6%	-$10.4K	0.06%	261
2016 Q1	$177K	Buy	927 +355	+62%	+$60.4K	0.07%	203
2015 Q4	$108K	Sell	572 -54	-9%	-$9.95K	0.05%	269
2015 Q3	$86K	Buy	626 +347	+124%	+$57.2K	0.04%	291
2015 Q2	$56K	Sell	279 -26	-9%	-$5.32K	0.02%	376
2015 Q1	$63K	Buy	+305	New	+$65.3K	0.03%	348

Other funds holding BIDU

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Baidu (BIDU) in Q4 2016, closing a stake of 584 shares — an estimated $106K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BIDU in Q1 2015 and held it in 7 quarters. The position peaked at $177K in Q1 2016. 602 funds tracked by Wall St. Rank hold BIDU as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Baidu position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 584 Baidu shares in Q4 2016, an estimated $106K.
Integrated Wealth Management (Palm Desert) first reported a position in Baidu in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Baidu position peaked at $177K in Q1 2016.
602 funds tracked by Wall St. Rank held Baidu as of Q4 2016.

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