Integrated Wealth Management (Palm Desert)’s Chunghwa Telecom CHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-79	Closed	-$3K	–	357
2016 Q3	$3K	Hold	79	–	–	﹤0.01%	982
2016 Q2	$3K	Hold	79	–	–	﹤0.01%	997
2016 Q1	$3K	Hold	79	–	–	﹤0.01%	924
2015 Q4	$2K	Hold	79	–	–	﹤0.01%	1067
2015 Q3	$2K	Hold	79	–	–	﹤0.01%	1086
2015 Q2	$3K	Hold	79	–	–	﹤0.01%	1037
2015 Q1	$2K	Buy	+79	New	+$2.42K	﹤0.01%	1081

Other funds holding CHT

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Chunghwa Telecom (CHT) in Q4 2016, closing a stake of 79 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHT in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 125 funds tracked by Wall St. Rank hold CHT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Chunghwa Telecom position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 79 Chunghwa Telecom shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Chunghwa Telecom in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Chunghwa Telecom position peaked at $3K in Q3 2016.
125 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q4 2016.

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