Integrated Wealth Management (Palm Desert)’s FuelCell Energy FCEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Hold	0	–	-$1K	–	487
2016 Q3	–	Hold	0	–	–	–	1142
2016 Q2	–	Hold	0	–	–	–	1167
2016 Q1	–	Hold	0	–	–	–	1089
2015 Q4	–	Sell	-1	Closed	-$3.22K	–	1180
2015 Q3	$2K	Hold	1	–	–	﹤0.01%	1093
2015 Q2	$2K	Hold	1	–	–	﹤0.01%	1128
2015 Q1	$2K	Buy	+1	New	+$5.55K	﹤0.01%	1088

Other funds holding FCEL

BFA

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

BIT

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MWVC

Morgens Waterfall Vintiadis & Co New York $131M AUM 101.21% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) held its FuelCell Energy (FCEL) position steady in Q4 2016 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Integrated Wealth Management (Palm Desert) first reported a position in FCEL in Q1 2015 and has held it in 3 quarters since. The position peaked at $2K in Q3 2015. 78 funds tracked by Wall St. Rank hold FCEL as of Q4 2016.

Integrated Wealth Management (Palm Desert) held 0 shares of FuelCell Energy worth $0 as of Q4 2016.
Integrated Wealth Management (Palm Desert) left its FuelCell Energy share count unchanged in Q4 2016.
FuelCell Energy made up ﹤0.01% of Integrated Wealth Management (Palm Desert)'s portfolio in Q4 2016, its #487 holding.
Integrated Wealth Management (Palm Desert) first reported a position in FuelCell Energy in Q1 2015 and has held it in 3 quarters since.
Integrated Wealth Management (Palm Desert)'s FuelCell Energy position peaked at $2K in Q3 2015.
78 funds tracked by Wall St. Rank held FuelCell Energy as of Q4 2016.

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