Integrated Wealth Management (Palm Desert)’s Danaher DHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-609	Closed	-$42K	–	410
2016 Q3	$42K	Sell	609 -147	-19%	-$10.4K	0.02%	443
2016 Q2	$51K	Hold	756	–	–	0.02%	402
2016 Q1	$48K	Sell	756 -134	-15%	-$7.99K	0.02%	392
2015 Q4	$56K	Hold	890	–	–	0.02%	371
2015 Q3	$51K	Buy	890 +98	+12%	+$5.79K	0.02%	385
2015 Q2	$46K	Sell	792 -110	-12%	-$6.3K	0.02%	415
2015 Q1	$51K	Buy	+902	New	+$51.8K	0.02%	385

Other funds holding DHR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

BIT

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

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

BFA

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

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

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

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

Integrated Wealth Management (Palm Desert) sold out of Danaher (DHR) in Q4 2016, closing a stake of 609 shares — an estimated $42K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DHR in Q1 2015 and held it in 7 quarters. The position peaked at $56K in Q4 2015. 1,106 funds tracked by Wall St. Rank hold DHR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Danaher position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 609 Danaher shares in Q4 2016, an estimated $42K.
Integrated Wealth Management (Palm Desert) first reported a position in Danaher in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Danaher position peaked at $56K in Q4 2015.
1,106 funds tracked by Wall St. Rank held Danaher as of Q4 2016.

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