Integrated Wealth Management (Palm Desert)’s Fortinet FTNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,000	Closed	-$15K	–	519
2016 Q3	$15K	Hold	2,000	–	–	0.01%	672
2016 Q2	$13K	Sell	2,000 -200	-9%	-$1.29K	0.01%	695
2016 Q1	$13K	Hold	2,200	–	–	0.01%	647
2015 Q4	$14K	Sell	2,200 -900	-29%	-$6.46K	0.01%	670
2015 Q3	$26K	Hold	3,100	–	–	0.01%	506
2015 Q2	$26K	Buy	+3,100	New	+$24.1K	0.01%	532

Other funds holding FTNT

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Fortinet (FTNT) in Q4 2016, closing a stake of 2,000 shares — an estimated $15K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FTNT in Q2 2015 and held it in 6 quarters. The position peaked at $26K in Q3 2015. 363 funds tracked by Wall St. Rank hold FTNT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Fortinet position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,000 Fortinet shares in Q4 2016, an estimated $15K.
Integrated Wealth Management (Palm Desert) first reported a position in Fortinet in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Fortinet position peaked at $26K in Q3 2015.
363 funds tracked by Wall St. Rank held Fortinet as of Q4 2016.

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