Integrated Wealth Management (Palm Desert)’s Gilead Sciences GILD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,988	Closed	-$236K	–	541
2016 Q3	$236K	Sell	2,988 -641	-18%	-$52.1K	0.08%	195
2016 Q2	$303K	Buy	3,629 +106	+3%	+$9.41K	0.12%	160
2016 Q1	$324K	Sell	3,523 -184	-5%	-$16.6K	0.14%	130
2015 Q4	$375K	Sell	3,707 -118	-3%	-$12.3K	0.16%	119
2015 Q3	$376K	Buy	3,825 +1,284	+51%	+$143K	0.16%	116
2015 Q2	$298K	Buy	2,541 +373	+17%	+$40.8K	0.12%	142
2015 Q1	$212K	Buy	+2,168	New	+$220K	0.09%	174

Other funds holding GILD

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

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

BIT

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

BFA

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Gilead Sciences (GILD) in Q4 2016, closing a stake of 2,988 shares — an estimated $236K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GILD in Q1 2015 and held it in 7 quarters. The position peaked at $376K in Q3 2015. 1,573 funds tracked by Wall St. Rank hold GILD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Gilead Sciences position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,988 Gilead Sciences shares in Q4 2016, an estimated $236K.
Integrated Wealth Management (Palm Desert) first reported a position in Gilead Sciences in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Gilead Sciences position peaked at $376K in Q3 2015.
1,573 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2016.

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