Integrated Wealth Management (Palm Desert)’s GoDaddy GDDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$3K	–	535
2016 Q3	$3K	Buy	+100	New	+$3.19K	﹤0.01%	992
2016 Q1	–	Sell	-25	Closed	-$1K	–	1240
2015 Q4	$1K	Sell	25 -25	-50%	-$760	﹤0.01%	1185
2015 Q3	$1K	Sell	50 -30	-38%	-$784	﹤0.01%	1199
2015 Q2	$2K	Buy	+80	New	+$2.17K	﹤0.01%	1136

Other funds holding GDDY

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

TCMV

Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of GoDaddy (GDDY) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GDDY in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 170 funds tracked by Wall St. Rank hold GDDY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining GoDaddy position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 100 GoDaddy shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in GoDaddy in Q2 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s GoDaddy position peaked at $3K in Q3 2016.
170 funds tracked by Wall St. Rank held GoDaddy as of Q4 2016.

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