Integrated Wealth Management (Palm Desert)’s Electronic Arts EA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-38	Closed	-$3K	–	1260
2016 Q2	$3K	Buy	+38	New	+$2.67K	﹤0.01%	1001
2015 Q3	–	Sell	-41	Closed	-$3K	–	1322
2015 Q2	$3K	Buy	+41	New	+$2.52K	﹤0.01%	1045

Other funds holding EA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EA Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Electronic Arts (EA) in Q3 2016, closing a stake of 38 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EA in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 613 funds tracked by Wall St. Rank hold EA as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Electronic Arts position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 38 Electronic Arts shares in Q3 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Electronic Arts in Q2 2015 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s Electronic Arts position peaked at $3K in Q2 2016.
613 funds tracked by Wall St. Rank held Electronic Arts as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.