Integrated Wealth Management (Palm Desert)’s Corelogic, Inc. CLGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-28	Closed	-$1K	–	1124
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	1209
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	1235
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	1157
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	1256
2015 Q3	$1K	Hold	28	–	–	﹤0.01%	1262
2015 Q2	$1K	Buy	+28	New	+$1.07K	﹤0.01%	1301

Other funds holding CLGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) sold out of Corelogic, Inc. (CLGX) in Q4 2016, closing a stake of 28 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CLGX in Q2 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2016. 272 funds tracked by Wall St. Rank hold CLGX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Corelogic, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 28 Corelogic, Inc. shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Corelogic, Inc. in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Corelogic, Inc. position peaked at $1K in Q3 2016.
272 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q4 2016.

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