Integrated Wealth Management (Palm Desert)’s Eastman Chemical EMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-104	Closed	-$7K	–	1261
2016 Q2	$7K	Hold	104	–	–	﹤0.01%	840
2016 Q1	$8K	Hold	104	–	–	﹤0.01%	750
2015 Q4	$7K	Hold	104	–	–	﹤0.01%	854
2015 Q3	$7K	Hold	104	–	–	﹤0.01%	851
2015 Q2	$9K	Hold	104	–	–	﹤0.01%	814
2015 Q1	$7K	Buy	+104	New	+$7.51K	﹤0.01%	840

Other funds holding EMN

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) sold out of Eastman Chemical (EMN) in Q3 2016, closing a stake of 104 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EMN in Q1 2015 and held it in 6 quarters. The position peaked at $9K in Q2 2015. 564 funds tracked by Wall St. Rank hold EMN as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Eastman Chemical position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 104 Eastman Chemical shares in Q3 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Eastman Chemical in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Eastman Chemical position peaked at $9K in Q2 2015.
564 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2016.

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