Integrated Wealth Management (Palm Desert)’s 3D Systems Corp DDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,420	Closed	-$43K	–	399
2016 Q3	$43K	Hold	2,420	–	–	0.02%	435
2016 Q2	$33K	Buy	2,420 +1,000	+70%	+$14.5K	0.01%	486
2016 Q1	$22K	Hold	1,420	–	–	0.01%	538
2015 Q4	$12K	Sell	1,420 -1,314	-48%	-$13.6K	0.01%	721
2015 Q3	$32K	Hold	2,734	–	–	0.01%	467
2015 Q2	$53K	Buy	2,734 +750	+38%	+$18.1K	0.02%	387
2015 Q1	$54K	Buy	+1,984	New	+$58.4K	0.02%	375

Other funds holding DDD

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

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

BIT

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of 3D Systems Corp (DDD) in Q4 2016, closing a stake of 2,420 shares — an estimated $43K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DDD in Q1 2015 and held it in 7 quarters. The position peaked at $54K in Q1 2015. 261 funds tracked by Wall St. Rank hold DDD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining 3D Systems Corp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,420 3D Systems Corp shares in Q4 2016, an estimated $43K.
Integrated Wealth Management (Palm Desert) first reported a position in 3D Systems Corp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s 3D Systems Corp position peaked at $54K in Q1 2015.
261 funds tracked by Wall St. Rank held 3D Systems Corp as of Q4 2016.

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