Integrated Wealth Management (Palm Desert)’s Frontier Communications Corp. FTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-142	Closed	-$9K	–	1265
2016 Q3	$9K	Sell	142 -62	-30%	-$4.42K	﹤0.01%	802
2016 Q2	$15K	Buy	+204	New	+$16K	0.01%	668
2015 Q4	–	Sell	-321	Closed	-$23K	–	1465
2015 Q3	$23K	Buy	321 +198	+161%	+$15K	0.01%	545
2015 Q2	$9K	Sell	123 -11	-8%	-$981	﹤0.01%	831
2015 Q1	$14K	Buy	+134	New	+$14.8K	0.01%	693

Other funds holding FTR

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BIT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Frontier Communications Corp. (FTR) in Q4 2016, closing a stake of 142 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FTR in Q1 2015 and held it in 5 quarters. The position peaked at $23K in Q3 2015. 595 funds tracked by Wall St. Rank hold FTR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Frontier Communications Corp. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 142 Frontier Communications Corp. shares in Q4 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in Frontier Communications Corp. in Q1 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s Frontier Communications Corp. position peaked at $23K in Q3 2015.
595 funds tracked by Wall St. Rank held Frontier Communications Corp. as of Q4 2016.

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