Integrated Wealth Management (Palm Desert)’s CIT Group Inc. CIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-112	Closed	-$4K	–	1296
2016 Q3	$4K	Hold	112	–	–	﹤0.01%	976
2016 Q2	$4K	Hold	112	–	–	﹤0.01%	987
2016 Q1	$3K	Hold	112	–	–	﹤0.01%	970
2015 Q4	$4K	Hold	112	–	–	﹤0.01%	1000
2015 Q3	$4K	Sell	112 -21	-16%	-$942	﹤0.01%	1008
2015 Q2	$6K	Sell	133 -27	-17%	-$1.26K	﹤0.01%	943
2015 Q1	$7K	Buy	+160	New	+$7.27K	﹤0.01%	877

Other funds holding CIT

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JIAI

JCF III AIV I New York $299M AUM 7.51% 1-Year Est. Return

BIT

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of CIT Group Inc. (CIT) in Q4 2016, closing a stake of 112 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CIT in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q1 2015. 326 funds tracked by Wall St. Rank hold CIT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining CIT Group Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 112 CIT Group Inc. shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in CIT Group Inc. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s CIT Group Inc. position peaked at $7K in Q1 2015.
326 funds tracked by Wall St. Rank held CIT Group Inc. as of Q4 2016.

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