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Integrated Wealth Management (Palm Desert)’s Fortive FTV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-403
Closed -$13K – 520
2016
Q3 		$13K Buy
+403
New +$12.9K ﹤0.01% 702

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Fortive (FTV) in Q4 2016, closing a stake of 403 shares — an estimated $13K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FTV in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 775 funds tracked by Wall St. Rank hold FTV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Fortive position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 403 Fortive shares in Q4 2016, an estimated $13K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Fortive in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Fortive position peaked at $13K in Q3 2016.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q4 2016.

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