Integrated Wealth Management (Palm Desert)’s Boston Scientific BSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,553	Closed	-$61K	–	331
2016 Q3	$61K	Hold	2,553	–	–	0.02%	377
2016 Q2	$60K	Hold	2,553	–	–	0.02%	377
2016 Q1	$48K	Hold	2,553	–	–	0.02%	391
2015 Q4	$47K	Hold	2,553	–	–	0.02%	402
2015 Q3	$42K	Hold	2,553	–	–	0.02%	416
2015 Q2	$45K	Hold	2,553	–	–	0.02%	420
2015 Q1	$45K	Buy	+2,553	New	+$40.3K	0.02%	409

Other funds holding BSX

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Boston Scientific (BSX) in Q4 2016, closing a stake of 2,553 shares — an estimated $61K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BSX in Q1 2015 and held it in 7 quarters. The position peaked at $61K in Q3 2016. 557 funds tracked by Wall St. Rank hold BSX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Boston Scientific position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,553 Boston Scientific shares in Q4 2016, an estimated $61K.
Integrated Wealth Management (Palm Desert) first reported a position in Boston Scientific in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Boston Scientific position peaked at $61K in Q3 2016.
557 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2016.

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