Integrated Wealth Management (Palm Desert)’s State Street Global Allocation ETF GAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-60	Closed	-$2K	–	531
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	1058
2016 Q2	$2K	Hold	60	–	–	﹤0.01%	1070
2016 Q1	$2K	Hold	60	–	–	﹤0.01%	999
2015 Q4	$2K	Hold	60	–	–	﹤0.01%	1085
2015 Q3	$2K	Hold	60	–	–	﹤0.01%	1101
2015 Q2	$2K	Hold	60	–	–	﹤0.01%	1135
2015 Q1	$2K	Buy	+60	New	+$2.12K	﹤0.01%	1092

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of State Street Global Allocation ETF (GAL) in Q4 2016, closing a stake of 60 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GAL in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 32 funds tracked by Wall St. Rank hold GAL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining State Street Global Allocation ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 60 State Street Global Allocation ETF shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in State Street Global Allocation ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s State Street Global Allocation ETF position peaked at $2K in Q3 2016.
32 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2016.

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