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Integrated Wealth Management (Palm Desert)’s Estee Lauder EL Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-70
Closed -$6K – 1226
2015
Q4 		$6K Sell
70
-48
-41% -$4.09K ﹤0.01% 883
2015
Q3 		$10K Buy
118
+70
+146% +$5.87K ﹤0.01% 758
2015
Q2 		$4K Hold
48
– – ﹤0.01% 997
2015
Q1 		$3K Buy
+48
New +$3.78K ﹤0.01% 1017

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EL Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Estee Lauder (EL) in Q1 2016, closing a stake of 70 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EL in Q1 2015 and held it in 4 quarters. The position peaked at $10K in Q3 2015. 631 funds tracked by Wall St. Rank hold EL as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Estee Lauder position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 70 Estee Lauder shares in Q1 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Estee Lauder in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Estee Lauder position peaked at $10K in Q3 2015.
  • 631 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.