Integrated Wealth Management (Palm Desert)’s EQT Corp EQT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$495K	Hold	14,887	–	–	0.17%	136
2016 Q4	$530K	Hold	14,887	–	–	0.2%	126
2016 Q3	$589K	Hold	14,887	–	–	0.21%	108
2016 Q2	$627K	Hold	14,887	–	–	0.24%	88
2016 Q1	$545K	Hold	14,887	–	–	0.23%	94
2015 Q4	$422K	Hold	14,887	–	–	0.18%	109
2015 Q3	$525K	Hold	14,887	–	–	0.23%	89
2015 Q2	$659K	Hold	14,887	–	–	0.26%	83
2015 Q1	$671K	Buy	+14,887	New	+$631K	0.28%	81

Other funds holding EQT

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EQT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its EQT Corp (EQT) position steady in Q1 2017 at 14,887 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #136.

Integrated Wealth Management (Palm Desert) first reported a position in EQT in Q1 2015 and has held it in 9 quarters since. The position peaked at $671K in Q1 2015. 485 funds tracked by Wall St. Rank hold EQT as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 14,887 shares of EQT Corp worth $495K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its EQT Corp share count unchanged in Q1 2017.
EQT Corp made up 0.17% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #136 holding.
Integrated Wealth Management (Palm Desert) first reported a position in EQT Corp in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s EQT Corp position peaked at $671K in Q1 2015.
485 funds tracked by Wall St. Rank held EQT Corp as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.