Integrated Wealth Management (Palm Desert)’s Intel INTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$2.67M	Buy	73,869 +891	+1%	+$32.2K	0.89%	32
2016 Q4	$2.65M	Buy	72,978 +72,853	+58,282%	+$2.61M	0.99%	28
2016 Q3	$5K	Sell	125 -75,013	-100%	-$2.66M	﹤0.01%	903
2016 Q2	$2.46M	Sell	75,138 -157	-0.2%	-$4.92K	0.95%	24
2016 Q1	$2.44M	Sell	75,295 -2,650	-3%	-$81.3K	1.03%	22
2015 Q4	$2.69M	Buy	77,945 +2,334	+3%	+$78.9K	1.16%	21
2015 Q3	$2.28M	Buy	75,611 +229	+0.3%	+$6.62K	1%	21
2015 Q2	$2.29M	Buy	75,382 +84	+0.1%	+$2.72K	0.89%	22
2015 Q1	$2.35M	Buy	+75,298	New	+$2.54M	0.98%	21

Other funds holding INTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s INTC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Intel (INTC) stake by 1.2% in Q1 2017, buying an estimated $32.2K and bringing the position to 73,869 shares worth $2.67M. The position accounts for 0.89% of the portfolio, ranked #32.

Integrated Wealth Management (Palm Desert) first reported a position in INTC in Q1 2015 and has held it in 9 quarters since. The position peaked at $2.69M in Q4 2015. 1,953 funds tracked by Wall St. Rank hold INTC as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 73,869 shares of Intel worth $2.67M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 891 Intel shares in Q1 2017, an estimated $32.2K.
Intel made up 0.89% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #32 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Intel in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Intel position peaked at $2.69M in Q4 2015.
1,953 funds tracked by Wall St. Rank held Intel as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.