Integrated Wealth Management (Palm Desert)’s IAMGOLD IAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-650	Closed	-$3K	–	588
2016 Q3	$3K	Hold	650	–	–	﹤0.01%	997
2016 Q2	$3K	Hold	650	–	–	﹤0.01%	1007
2016 Q1	$1K	Hold	650	–	–	﹤0.01%	1102
2015 Q4	$1K	Hold	650	–	–	﹤0.01%	1195
2015 Q3	$1K	Hold	650	–	–	﹤0.01%	1210
2015 Q2	$1K	Hold	650	–	–	﹤0.01%	1240
2015 Q1	$1K	Buy	+650	New	+$1.6K	﹤0.01%	1187

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of IAMGOLD (IAG) in Q4 2016, closing a stake of 650 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IAG in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 144 funds tracked by Wall St. Rank hold IAG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining IAMGOLD position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 650 IAMGOLD shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in IAMGOLD in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s IAMGOLD position peaked at $3K in Q3 2016.
144 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2016.

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