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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-140	Closed	-$2K	–	656
2016 Q3	$2K	Hold	140	–	–	﹤0.01%	1070
2016 Q2	$2K	Hold	140	–	–	﹤0.01%	1080
2016 Q1	$2K	Hold	140	–	–	﹤0.01%	1010
2015 Q4	$2K	Hold	140	–	–	﹤0.01%	1095
2015 Q3	$2K	Hold	140	–	–	﹤0.01%	1111
2015 Q2	$3K	Hold	140	–	–	﹤0.01%	1059
2015 Q1	$2K	Buy	+140	New	+$2.28K	﹤0.01%	1096

Other funds holding KBR

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

BFA

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BIT

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

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

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

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

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

Integrated Wealth Management (Palm Desert) sold out of KBR (KBR) in Q4 2016, closing a stake of 140 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KBR in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2015. 243 funds tracked by Wall St. Rank hold KBR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining KBR position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 140 KBR shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in KBR in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s KBR position peaked at $3K in Q2 2015.
243 funds tracked by Wall St. Rank held KBR as of Q4 2016.

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