Integrated Wealth Management (Palm Desert)’s Ingredion INGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-18	Closed	-$2K	–	613
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	1068
2016 Q2	$2K	Hold	18	–	–	﹤0.01%	1078
2016 Q1	$2K	Hold	18	–	–	﹤0.01%	1007
2015 Q4	$2K	Hold	18	–	–	﹤0.01%	1093
2015 Q3	$2K	Hold	18	–	–	﹤0.01%	1109
2015 Q2	$1K	Buy	+18	New	+$1.45K	﹤0.01%	1242

Other funds holding INGR

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

BFA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Ingredion (INGR) in Q4 2016, closing a stake of 18 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in INGR in Q2 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 500 funds tracked by Wall St. Rank hold INGR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Ingredion position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 18 Ingredion shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Ingredion in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Ingredion position peaked at $2K in Q3 2016.
500 funds tracked by Wall St. Rank held Ingredion as of Q4 2016.

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