Integrated Wealth Management (Palm Desert)’s Chinook Therapeutics, Inc. Common Stock KDNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$6K	–	1085
2016 Q3	$6K	Hold	100	–	–	﹤0.01%	883
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	888
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	829
2015 Q4	$14K	Hold	100	–	–	0.01%	682
2015 Q3	$10K	Hold	100	–	–	﹤0.01%	774
2015 Q2	$15K	Buy	+100	New	+$16.5K	0.01%	699

Other funds holding KDNY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

BIT

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

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert) sold out of Chinook Therapeutics, Inc. Common Stock (KDNY) in Q4 2016, closing a stake of 100 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KDNY in Q2 2015 and held it in 6 quarters. The position peaked at $15K in Q2 2015. 87 funds tracked by Wall St. Rank hold KDNY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Chinook Therapeutics, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 100 Chinook Therapeutics, Inc. Common Stock shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in Chinook Therapeutics, Inc. Common Stock in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Chinook Therapeutics, Inc. Common Stock position peaked at $15K in Q2 2015.
87 funds tracked by Wall St. Rank held Chinook Therapeutics, Inc. Common Stock as of Q4 2016.

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