Integrated Wealth Management (Palm Desert)’s Chiasma, Inc. Common Stock CHMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,500	Closed	-$4K	–	1121
2016 Q3	$4K	Hold	1,500	–	–	﹤0.01%	969
2016 Q2	$4K	Hold	1,500	–	–	﹤0.01%	978
2016 Q1	$14K	Buy	1,500 +1,000	+200%	+$10.8K	0.01%	639
2015 Q4	$10K	Buy	+500	New	+$10.8K	﹤0.01%	778

Other funds holding CHMA

MAM

MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return

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

Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

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

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 374.17% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

BIT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Chiasma, Inc. Common Stock (CHMA) in Q4 2016, closing a stake of 1,500 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHMA in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q1 2016. 28 funds tracked by Wall St. Rank hold CHMA as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Chiasma, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,500 Chiasma, Inc. Common Stock shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in Chiasma, Inc. Common Stock in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Chiasma, Inc. Common Stock position peaked at $14K in Q1 2016.
28 funds tracked by Wall St. Rank held Chiasma, Inc. Common Stock as of Q4 2016.

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