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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-355	Closed	-$13K	–	625
2016 Q3	$13K	Hold	355	–	–	﹤0.01%	705
2016 Q2	$11K	Hold	355	–	–	﹤0.01%	731
2016 Q1	$13K	Hold	355	–	–	0.01%	649
2015 Q4	$13K	Hold	355	–	–	0.01%	699
2015 Q3	$12K	Hold	355	–	–	0.01%	721
2015 Q2	$15K	Hold	355	–	–	0.01%	688
2015 Q1	$14K	Buy	+355	New	+$13.9K	0.01%	678

Other funds holding ITT

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

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

BFA

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Integrated Wealth Management (Palm Desert) sold out of ITT (ITT) in Q4 2016, closing a stake of 355 shares — an estimated $13K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ITT in Q1 2015 and held it in 7 quarters. The position peaked at $15K in Q2 2015. 331 funds tracked by Wall St. Rank hold ITT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining ITT position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 355 ITT shares in Q4 2016, an estimated $13K.
Integrated Wealth Management (Palm Desert) first reported a position in ITT in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s ITT position peaked at $15K in Q2 2015.
331 funds tracked by Wall St. Rank held ITT as of Q4 2016.

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