Integrated Wealth Management (Palm Desert)’s Check Point Software Technologies CHKP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-24	Closed	-$2K	–	355
2016 Q3	$2K	Sell	24 -100	-81%	-$7.76K	﹤0.01%	1044
2016 Q2	$10K	Buy	124 +100	+417%	+$8.37K	﹤0.01%	752
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	981
2015 Q4	$2K	Hold	24	–	–	﹤0.01%	1066
2015 Q3	$2K	Hold	24	–	–	﹤0.01%	1085
2015 Q2	$2K	Sell	24 -5	-17%	-$422	﹤0.01%	1117
2015 Q1	$2K	Buy	+29	New	+$2.34K	﹤0.01%	1080

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) sold out of Check Point Software Technologies (CHKP) in Q4 2016, closing a stake of 24 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHKP in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q2 2016. 521 funds tracked by Wall St. Rank hold CHKP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Check Point Software Technologies position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 24 Check Point Software Technologies shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Check Point Software Technologies in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Check Point Software Technologies position peaked at $10K in Q2 2016.
521 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2016.

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