IWMPD
HAR

Integrated Wealth Management (Palm Desert)’s Harman International Industries HAR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HAR Stock Details HAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-19
Closed -$2K – 1229
2016
Q3 		$2K Hold
19
– – ﹤0.01% 1112
2016
Q2 		$1K Hold
19
– – ﹤0.01% 1256
2016
Q1 		$2K Hold
19
– – ﹤0.01% 1052
2015
Q4 		$2K Hold
19
– – ﹤0.01% 1135
2015
Q3 		$2K Hold
19
– – ﹤0.01% 1153
2015
Q2 		$2K Buy
+19
New +$2.45K ﹤0.01% 1183

Other funds holding HAR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Harman International Industries (HAR) in Q4 2016, closing a stake of 19 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HAR in Q2 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 475 funds tracked by Wall St. Rank hold HAR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Harman International Industries position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 19 Harman International Industries shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Harman International Industries in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Harman International Industries position peaked at $2K in Q3 2016.
  • 475 funds tracked by Wall St. Rank held Harman International Industries as of Q4 2016.

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