Integrated Wealth Management (Palm Desert)’s Infosys INFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-176	Closed	-$1K	–	611
2016 Q3	$1K	Hold	176	–	–	﹤0.01%	1152
2016 Q2	$2K	Hold	176	–	–	﹤0.01%	1077
2016 Q1	$2K	Hold	176	–	–	﹤0.01%	1006
2015 Q4	$1K	Hold	176	–	–	﹤0.01%	1196
2015 Q3	$2K	Hold	176	–	–	﹤0.01%	1107
2015 Q2	$1K	Hold	176	–	–	﹤0.01%	1241
2015 Q1	$1K	Buy	+176	New	+$1.55K	﹤0.01%	1190

Other funds holding INFY

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) sold out of Infosys (INFY) in Q4 2016, closing a stake of 176 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in INFY in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q2 2016. 252 funds tracked by Wall St. Rank hold INFY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Infosys position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 176 Infosys shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Infosys in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Infosys position peaked at $2K in Q2 2016.
252 funds tracked by Wall St. Rank held Infosys as of Q4 2016.

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