IWMPD
CAVM

Integrated Wealth Management (Palm Desert)’s Cavium, Inc. CAVM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CAVM Stock Details CAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30
Closed -$2K – 1246
2016
Q3 		$2K Buy
+30
New +$1.5K ﹤0.01% 1113
2015
Q2 		– Sell
-23
Closed -$1K – 1570
2015
Q1 		$1K Buy
+23
New +$1.49K ﹤0.01% 1273

Other funds holding CAVM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Cavium, Inc. (CAVM) in Q4 2016, closing a stake of 30 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CAVM in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 230 funds tracked by Wall St. Rank hold CAVM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cavium, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 30 Cavium, Inc. shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cavium, Inc. in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Cavium, Inc. position peaked at $2K in Q3 2016.
  • 230 funds tracked by Wall St. Rank held Cavium, Inc. as of Q4 2016.

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