Integrated Wealth Management (Palm Desert)’s Cognizant CTSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-121	Closed	-$6K	–	384
2016 Q3	$6K	Hold	121	–	–	﹤0.01%	860
2016 Q2	$7K	Hold	121	–	–	﹤0.01%	838
2016 Q1	$8K	Sell	121 -107	-47%	-$6.22K	﹤0.01%	749
2015 Q4	$14K	Buy	228 +39	+21%	+$2.51K	0.01%	663
2015 Q3	$12K	Buy	189 +1	+0.5%	+$63	0.01%	715
2015 Q2	$11K	Sell	188 -68	-27%	-$4.27K	﹤0.01%	765
2015 Q1	$15K	Buy	+256	New	+$15.1K	0.01%	646

Other funds holding CTSH

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) sold out of Cognizant (CTSH) in Q4 2016, closing a stake of 121 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CTSH in Q1 2015 and held it in 7 quarters. The position peaked at $15K in Q1 2015. 873 funds tracked by Wall St. Rank hold CTSH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Cognizant position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 121 Cognizant shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in Cognizant in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Cognizant position peaked at $15K in Q1 2015.
873 funds tracked by Wall St. Rank held Cognizant as of Q4 2016.

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