Integrated Wealth Management (Palm Desert)’s Clean Energy Fuels CLNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-600	Closed	-$3K	–	364
2016 Q3	$3K	Hold	600	–	–	﹤0.01%	984
2016 Q2	$2K	Hold	600	–	–	﹤0.01%	1054
2016 Q1	$2K	Hold	600	–	–	﹤0.01%	982
2015 Q4	$2K	Hold	600	–	–	﹤0.01%	1069
2015 Q3	$3K	Hold	600	–	–	﹤0.01%	1019
2015 Q2	$3K	Hold	600	–	–	﹤0.01%	1039
2015 Q1	$3K	Buy	+600	New	+$2.98K	﹤0.01%	1010

Other funds holding CLNE

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MIM

Monashee Investment Management Boston, Massachusetts $59.6M AUM 181.61% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Clean Energy Fuels (CLNE) in Q4 2016, closing a stake of 600 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CLNE in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 162 funds tracked by Wall St. Rank hold CLNE as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Clean Energy Fuels position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 600 Clean Energy Fuels shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Clean Energy Fuels in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Clean Energy Fuels position peaked at $3K in Q3 2016.
162 funds tracked by Wall St. Rank held Clean Energy Fuels as of Q4 2016.

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