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Integrated Wealth Management (Palm Desert)’s Brinker International EAT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EAT Stock Details EAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16
Closed -$1K – 425
2016
Q3 		$1K Hold
16
– – ﹤0.01% 1135
2016
Q2 		$1K Hold
16
– – ﹤0.01% 1160
2016
Q1 		$1K Hold
16
– – ﹤0.01% 1083
2015
Q4 		$1K Hold
16
– – ﹤0.01% 1172
2015
Q3 		$1K Hold
16
– – ﹤0.01% 1188
2015
Q2 		$1K Buy
+16
New +$916 ﹤0.01% 1223

Other funds holding EAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Brinker International (EAT) in Q4 2016, closing a stake of 16 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EAT in Q2 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2016. 333 funds tracked by Wall St. Rank hold EAT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Brinker International position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 16 Brinker International shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Brinker International in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Brinker International position peaked at $1K in Q3 2016.
  • 333 funds tracked by Wall St. Rank held Brinker International as of Q4 2016.

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