Integrated Wealth Management (Palm Desert)’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-49	Closed	-$4K	–	1412
2016 Q2	$4K	Hold	49	–	–	﹤0.01%	985
2016 Q1	$4K	Hold	49	–	–	﹤0.01%	913
2015 Q4	$3K	Hold	49	–	–	﹤0.01%	1056
2015 Q3	$3K	Hold	49	–	–	﹤0.01%	1069
2015 Q2	$4K	Sell	49 -10	-17%	-$837	﹤0.01%	1028
2015 Q1	$4K	Buy	+59	New	+$4.62K	﹤0.01%	1002

Other funds holding HOT

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HOT Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of STARWOOD HOTELS & RESORTS WORLDWIDE, INC. (HOT) in Q3 2016, closing a stake of 49 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HOT in Q1 2015 and held it in 6 quarters. The position peaked at $4K in Q2 2016. 1 fund tracked by Wall St. Rank holds HOT as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 49 STARWOOD HOTELS & RESORTS WORLDWIDE, INC. shares in Q3 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in STARWOOD HOTELS & RESORTS WORLDWIDE, INC. in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position peaked at $4K in Q2 2016.
1 fund tracked by Wall St. Rank held STARWOOD HOTELS & RESORTS WORLDWIDE, INC. as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.