Integrated Wealth Management (Palm Desert)’s FedEx FDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$886K	Buy	4,539 +204	+5%	+$39K	0.3%	88
2016 Q4	$807K	Hold	4,335	–	–	0.3%	90
2016 Q3	$757K	Sell	4,335 -610	-12%	-$99.9K	0.27%	84
2016 Q2	$751K	Buy	4,945 +124	+3%	+$20.1K	0.29%	72
2016 Q1	$784K	Sell	4,821 -87	-2%	-$12.1K	0.33%	71
2015 Q4	$731K	Buy	4,908 +36	+0.7%	+$5.57K	0.31%	75
2015 Q3	$701K	Buy	4,872 +51	+1%	+$8.14K	0.31%	74
2015 Q2	$821K	Hold	4,821	–	–	0.32%	72
2015 Q1	$797K	Buy	+4,821	New	+$837K	0.33%	68

Other funds holding FDX

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) increased its FedEx (FDX) stake by 4.7% in Q1 2017, buying an estimated $39K and bringing the position to 4,539 shares worth $886K. The position accounts for 0.3% of the portfolio, ranked #88.

Integrated Wealth Management (Palm Desert) first reported a position in FDX in Q1 2015 and has held it in 9 quarters since. 1,155 funds tracked by Wall St. Rank hold FDX as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 4,539 shares of FedEx worth $886K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 204 FedEx shares in Q1 2017, an estimated $39K.
FedEx made up 0.3% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #88 holding.
Integrated Wealth Management (Palm Desert) first reported a position in FedEx in Q1 2015 and has held it in 9 quarters since.
1,155 funds tracked by Wall St. Rank held FedEx as of Q1 2017.

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