Integrated Wealth Management (Palm Desert)’s Deere & Co DE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-877	Closed	-$75K	–	401
2016 Q3	$75K	Sell	877 -229	-21%	-$18.7K	0.03%	351
2016 Q2	$90K	Buy	1,106 +145	+15%	+$11.9K	0.03%	319
2016 Q1	$74K	Sell	961 -18	-2%	-$1.41K	0.03%	329
2015 Q4	$75K	Hold	979	–	–	0.03%	327
2015 Q3	$72K	Buy	979 +29	+3%	+$2.55K	0.03%	317
2015 Q2	$92K	Buy	950 +377	+66%	+$34.3K	0.04%	287
2015 Q1	$50K	Buy	+573	New	+$50.8K	0.02%	389

Other funds holding DE

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BIT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Deere & Co (DE) in Q4 2016, closing a stake of 877 shares — an estimated $75K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DE in Q1 2015 and held it in 7 quarters. The position peaked at $92K in Q2 2015. 990 funds tracked by Wall St. Rank hold DE as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Deere & Co position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 877 Deere & Co shares in Q4 2016, an estimated $75K.
Integrated Wealth Management (Palm Desert) first reported a position in Deere & Co in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Deere & Co position peaked at $92K in Q2 2015.
990 funds tracked by Wall St. Rank held Deere & Co as of Q4 2016.

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