Integrated Wealth Management (Palm Desert)’s Cantel Medical Corporation CMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-200	Closed	-$16K	–	1125
2016 Q3	$16K	Hold	200	–	–	0.01%	666
2016 Q2	$14K	Hold	200	–	–	0.01%	687
2016 Q1	$14K	Buy	+200	New	+$12.6K	0.01%	640
2015 Q2	–	Sell	-18	Closed	–	–	1504
2015 Q1	$0	Buy	+18	New	+$797	﹤0.01%	1390

Other funds holding CMD

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 18.14% 1-Year Est. Return

Diker Management New York $130M AUM 97.77% 1-Year Est. Return

BIT

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Cantel Medical Corporation (CMD) in Q4 2016, closing a stake of 200 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CMD in Q1 2015 and held it in 4 quarters. The position peaked at $16K in Q3 2016. 234 funds tracked by Wall St. Rank hold CMD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Cantel Medical Corporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 200 Cantel Medical Corporation shares in Q4 2016, an estimated $16K.
Integrated Wealth Management (Palm Desert) first reported a position in Cantel Medical Corporation in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Cantel Medical Corporation position peaked at $16K in Q3 2016.
234 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q4 2016.

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