Integrated Wealth Management (Palm Desert)’s Church & Dwight Co CHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-428	Closed	-$21K	–	353
2016 Q3	$21K	Hold	428	–	–	0.01%	585
2016 Q2	$22K	Hold	428	–	–	0.01%	571
2016 Q1	$20K	Sell	428 -154	-26%	-$6.72K	0.01%	555
2015 Q4	$25K	Hold	582	–	–	0.01%	531
2015 Q3	$24K	Buy	582 +154	+36%	+$6.6K	0.01%	524
2015 Q2	$17K	Buy	428 +28	+7%	+$1.17K	0.01%	648
2015 Q1	$17K	Buy	+400	New	+$16.7K	0.01%	612

Other funds holding CHD

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Church & Dwight Co (CHD) in Q4 2016, closing a stake of 428 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHD in Q1 2015 and held it in 7 quarters. The position peaked at $25K in Q4 2015. 656 funds tracked by Wall St. Rank hold CHD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Church & Dwight Co position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 428 Church & Dwight Co shares in Q4 2016, an estimated $21K.
Integrated Wealth Management (Palm Desert) first reported a position in Church & Dwight Co in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Church & Dwight Co position peaked at $25K in Q4 2015.
656 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2016.

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