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Integrated Wealth Management (Palm Desert)’s Etsy ETSY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-72
Closed -$1K – 460
2016
Q3 		$1K Buy
+72
New +$911 ﹤0.01% 1138

Other funds holding ETSY

BGMBH
Burda Gesellschaft mit beschrankter Haftung Offenburg, Germany $113M AUM 0% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Etsy (ETSY) in Q4 2016, closing a stake of 72 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ETSY in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 149 funds tracked by Wall St. Rank hold ETSY as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Etsy position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 72 Etsy shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Etsy in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Etsy position peaked at $1K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Etsy as of Q4 2016.

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