IWMPD
FIT

Integrated Wealth Management (Palm Desert)’s Fitbit, Inc. Class A common stock FIT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FIT Stock Details FIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-62
Closed -$1K – 1132
2016
Q3 		$1K Sell
62
-70
-53% -$1.02K ﹤0.01% 1211
2016
Q2 		$2K Buy
132
+101
+326% +$1.5K ﹤0.01% 1114
2016
Q1 		$0 Hold
31
– – ﹤0.01% 1357
2015
Q4 		$1K Sell
31
-301
-91% -$9.95K ﹤0.01% 1257
2015
Q3 		$13K Buy
332
+61
+23% +$2.49K 0.01% 705
2015
Q2 		$10K Buy
+271
New +$9.52K ﹤0.01% 803

Other funds holding FIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
FG
Foundry Group Boulder, Colorado $209M AUM 47.6% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Fitbit, Inc. Class A common stock (FIT) in Q4 2016, closing a stake of 62 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FIT in Q2 2015 and held it in 6 quarters. The position peaked at $13K in Q3 2015. 240 funds tracked by Wall St. Rank hold FIT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Fitbit, Inc. Class A common stock position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 62 Fitbit, Inc. Class A common stock shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Fitbit, Inc. Class A common stock in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Fitbit, Inc. Class A common stock position peaked at $13K in Q3 2015.
  • 240 funds tracked by Wall St. Rank held Fitbit, Inc. Class A common stock as of Q4 2016.

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