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Integrated Wealth Management (Palm Desert)’s Fidelity National Financial FNF Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,436
Closed -$37K – 509
2016
Q3 		$37K Buy
+1,436
New +$37.1K 0.01% 467

Other funds holding FNF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Fidelity National Financial (FNF) in Q4 2016, closing a stake of 1,436 shares — an estimated $37K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FNF in Q3 2016 and held it in 1 quarter. The position peaked at $37K in Q3 2016. 392 funds tracked by Wall St. Rank hold FNF as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Fidelity National Financial position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,436 Fidelity National Financial shares in Q4 2016, an estimated $37K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Fidelity National Financial in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Fidelity National Financial position peaked at $37K in Q3 2016.
  • 392 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2016.

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