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Integrated Wealth Management (Palm Desert)’s Jazz Pharmaceuticals JAZZ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio JAZZ Stock Details JAZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8
Closed -$1K – 649
2016
Q3 		$1K Hold
8
– – ﹤0.01% 1156
2016
Q2 		$1K Hold
8
– – ﹤0.01% 1180
2016
Q1 		$1K Hold
8
– – ﹤0.01% 1105
2015
Q4 		$1K Hold
8
– – ﹤0.01% 1198
2015
Q3 		$1K Hold
8
– – ﹤0.01% 1213
2015
Q2 		$1K Buy
+8
New +$1.44K ﹤0.01% 1245

Other funds holding JAZZ

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Integrated Wealth Management (Palm Desert) sold out of Jazz Pharmaceuticals (JAZZ) in Q4 2016, closing a stake of 8 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JAZZ in Q2 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2016. 295 funds tracked by Wall St. Rank hold JAZZ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Jazz Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 8 Jazz Pharmaceuticals shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Jazz Pharmaceuticals in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Jazz Pharmaceuticals position peaked at $1K in Q3 2016.
  • 295 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q4 2016.

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