Integrated Wealth Management (Palm Desert)’s eBay EBAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,991	Closed	-$66K	–	426
2016 Q3	$66K	Buy	1,991 +147	+8%	+$4.44K	0.02%	366
2016 Q2	$43K	Buy	1,844 +99	+6%	+$2.39K	0.02%	433
2016 Q1	$42K	Buy	1,745 +351	+25%	+$8.54K	0.02%	413
2015 Q4	$38K	Buy	1,394 +28	+2%	+$773	0.02%	447
2015 Q3	$33K	Sell	1,366 -1,761	-56%	-$47.4K	0.01%	460
2015 Q2	$79K	Sell	3,127 -9	-0.3%	-$225	0.03%	309
2015 Q1	$76K	Buy	+3,136	New	+$74.8K	0.03%	311

Other funds holding EBAY

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JSP

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

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

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

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

Integrated Wealth Management (Palm Desert) sold out of eBay (EBAY) in Q4 2016, closing a stake of 1,991 shares — an estimated $66K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EBAY in Q1 2015 and held it in 7 quarters. The position peaked at $79K in Q2 2015. 820 funds tracked by Wall St. Rank hold EBAY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining eBay position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,991 eBay shares in Q4 2016, an estimated $66K.
Integrated Wealth Management (Palm Desert) first reported a position in eBay in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s eBay position peaked at $79K in Q2 2015.
820 funds tracked by Wall St. Rank held eBay as of Q4 2016.

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